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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 | $75,834 | $92,219-17.8% | $76,767-1.2% | $135,380-44.0% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | 7.14% | 5.46%+1.7pp | 2.43%+4.7pp | 519.81%-512.7pp |
| Employer contribution / active EE | $1,384 | $3,216-57.0% | $2,485-44.3% | $4,779-71.0% |
| Participant deferral / active EE | $806 | $4,508-82.1% | $3,852-79.1% | $5,609-85.6% |
| Admin fee / account holder | $2,345 | $10,749-78.2% | $6,675-64.9% | $10,828-78.3% |