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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 | $15,381 | $77,920-80.3% | $149,723-89.7% | $75,177-79.5% |
| Participation rate | 56.8% | 65.6%-8.8pp | 78.8%-22.0pp | 67.2%-10.4pp |
| Annual return | 20.55% | 31.72%-11.2pp | 134.50%-113.9pp | 160.75%-140.2pp |
| Employer contribution / active EE | $3,387 | $3,138+7.9% | $4,821-29.7% | $2,671+26.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $368 | $5,951-93.8% | $13,215-97.2% | $5,651-93.5% |