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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 | $52,476 | $99,032-47.0% | $80,022-34.4% | $135,380-61.2% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -2.19% | 15.39%-17.6pp | 11.22%-13.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $5,645 | $3,043+85.5% | $2,468+128.7% | $4,779+18.1% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,654 | $10,436+40.4% | $6,521+124.7% | $10,828+35.3% |