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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 | $27,479 | $111,535-75.4% | $105,223-73.9% | $137,256-80.0% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 15.19% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $7,203 | $3,939+82.9% | $3,689+95.3% | $4,156+73.3% |
| Participant deferral / active EE | $400 | $5,500-92.7% | $5,072-92.1% | $6,407-93.8% |
| Admin fee / account holder | $5,068 | $9,721-47.9% | $8,859-42.8% | $12,270-58.7% |