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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 | $15,597 | $53,128-70.6% | $86,582-82.0% | $70,126-77.8% |
| Participation rate | 69.2% | 65.3%+3.9pp | 73.5%-4.3pp | 69.5%-0.3pp |
| Annual return | 15.62% | 27.66%-12.0pp | 965.08%-949.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $464 | $2,068-77.5% | $2,839-83.6% | $2,343-80.2% |
| Participant deferral / active EE | $663 | $2,695-75.4% | $3,609-81.6% | $3,332-80.1% |
| Admin fee / account holder | $1,616 | $3,584-54.9% | $4,904-67.1% | $4,645-65.2% |