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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 | $25,566 | $77,358-67.0% | $102,184-75.0% | $87,485-70.8% |
| Participation rate | 36.1% | 78.7%-42.6pp | 82.6%-46.5pp | 68.9%-32.8pp |
| Annual return | 19.24% | 41.11%-21.9pp | 31.58%-12.3pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,924 | $2,562+14.1% | $3,594-18.6% | $2,596+12.6% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $9,385 | $6,809+37.8% | $11,609-19.2% | $7,775+20.7% |