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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 | $22,305 | $107,363-79.2% | $92,909-76.0% | $152,897-85.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 12.19% | 145.63%-133.4pp | 109.44%-97.2pp | 345.43%-333.2pp |
| Employer contribution / active EE | $4,716 | $4,222+11.7% | $3,653+29.1% | $4,764-1.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,197 | $7,082+58.1% | $5,795+93.2% | $11,599-3.5% |