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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 | $10,058 | $123,854-91.9% | $69,623-85.6% | $145,884-93.1% |
| Participation rate | 66.7% | 69.2%-2.6pp | 66.4%+0.2pp | 80.3%-13.6pp |
| Annual return | 9.41% | 192.35%-182.9pp | 101.23%-91.8pp | 551.85%-542.4pp |
| Employer contribution / active EE | $371 | $2,673-86.1% | $1,709-78.3% | $4,662-92.0% |
| Participant deferral / active EE | $506 | $4,242-88.1% | $2,890-82.5% | $6,690-92.4% |
| Admin fee / account holder | $1,532 | $7,822-80.4% | $4,696-67.4% | $13,392-88.6% |