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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 | $62,754 | $104,251-39.8% | $91,004-31.0% | $147,586-57.5% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 15.02% | 27.06%-12.0pp | 4.60%+10.4pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,530 | $3,116-50.9% | $2,456-37.7% | $4,876-68.6% |
| Participant deferral / active EE | $603 | $4,195-85.6% | $3,548-83.0% | $5,439-88.9% |
| Admin fee / account holder | $1,107 | $8,948-87.6% | $5,417-79.6% | $10,886-89.8% |