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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 | $63,666 | $71,230-10.6% | $93,727-32.1% | $80,959-21.4% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 14.02% | 11.26%+2.8pp | 133.83%-119.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,451 | $1,565+120.4% | $2,421+42.5% | $2,757+25.1% |
| Participant deferral / active EE | $661 | $4,037-83.6% | $4,417-85.0% | $4,300-84.6% |
| Admin fee / account holder | $15,557 | $6,961+123.5% | $8,292+87.6% | $6,925+124.6% |