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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 | $62,629 | $117,829-46.8% | $102,423-38.9% | $145,877-57.1% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 13.30% | 31.83%-18.5pp | 29.42%-16.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,134 | $3,615-68.6% | $3,023-62.5% | $4,663-75.7% |
| Participant deferral / active EE | $1,422 | $5,732-75.2% | $5,054-71.9% | $6,691-78.7% |
| Admin fee / account holder | $938 | $13,335-93.0% | $9,455-90.1% | $13,402-93.0% |