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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 | $64,549 | $106,280-39.3% | $96,538-33.1% | $139,487-53.7% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 13.94% | 38.48%-24.5pp | 35.74%-21.8pp | 373.84%-359.9pp |
| Employer contribution / active EE | $4,081 | $4,107-0.6% | $3,740+9.1% | $4,755-14.2% |
| Participant deferral / active EE | $665 | $5,457-87.8% | $4,880-86.4% | $6,713-90.1% |
| Admin fee / account holder | $63,742 | $7,888+708.1% | $6,737+846.1% | $11,407+458.8% |