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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 | $85,365 | $107,733-20.8% | $92,985-8.2% | $154,746-44.8% |
| Participation rate | 61.5% | 74.6%-13.0pp | 69.5%-8.0pp | 80.7%-19.2pp |
| Annual return | 11.15% | 30.39%-19.2pp | 27.99%-16.8pp | 172.34%-161.2pp |
| Employer contribution / active EE | $5,000 | $3,126+59.9% | $2,662+87.8% | $4,379+14.2% |
| Participant deferral / active EE | $0 | $5,053-100.0% | $4,377-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,478 | $11,369-78.2% | $9,463-73.8% | $14,365-82.8% |