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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,732 | $127,298-78.2% | $109,916-74.8% | $167,553-83.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 25.13% | 22.97%+2.2pp | 29.46%-4.3pp | 478.89%-453.8pp |
| Employer contribution / active EE | $3,400 | $3,325+2.3% | $2,844+19.5% | $4,840-29.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $356 | $7,119-95.0% | $6,069-94.1% | $12,316-97.1% |