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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 | $60,410 | $84,936-28.9% | $111,303-45.7% | $79,393-23.9% |
| Participation rate | 47.3% | 75.9%-28.6pp | 77.3%-30.1pp | 70.7%-23.4pp |
| Annual return | 30.47% | 17.45%+13.0pp | 54.66%-24.2pp | 116.87%-86.4pp |
| Employer contribution / active EE | $771 | $1,979-61.1% | $2,731-71.8% | $2,428-68.3% |
| Participant deferral / active EE | $1,977 | $3,888-49.1% | $4,487-55.9% | $4,046-51.1% |
| Admin fee / account holder | $8,057 | $537+1399.8% | $7,966+1.1% | $627+1186.0% |