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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 | $65,983 | $94,439-30.1% | $73,658-10.4% | $154,746-57.4% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 1.93% | 28.25%-26.3pp | 29.72%-27.8pp | 172.34%-170.4pp |
| Employer contribution / active EE | $27,500 | $1,257+2087.3% | $1,032+2563.9% | $4,379+528.0% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $2,062-100.0% | $6,730-100.0% |
| Admin fee / account holder | $100,087 | $3,843+2504.5% | $3,357+2881.7% | $14,365+596.7% |