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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 | $65,537 | $82,678-20.7% | $125,391-47.7% | $68,490-4.3% |
| Participation rate | 59.2% | 75.1%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | 31.98% | -5.97%+37.9pp | 572.41%-540.4pp | -7.85%+39.8pp |
| Employer contribution / active EE | $1,398 | $3,382-58.7% | $4,816-71.0% | $2,597-46.2% |
| Participant deferral / active EE | $1,257 | $6,111-79.4% | $7,448-83.1% | $4,028-68.8% |
| Admin fee / account holder | $5,098 | $6,277-18.8% | $10,009-49.1% | $5,403-5.7% |