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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 | $67,295 | $99,995-32.7% | $85,063-20.9% | $145,978-53.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 9.68% | 83.99%-74.3pp | 66.54%-56.9pp | 550.52%-540.8pp |
| Employer contribution / active EE | $665 | $3,231-79.4% | $2,727-75.6% | $4,662-85.7% |
| Participant deferral / active EE | $831 | $5,295-84.3% | $4,523-81.6% | $6,690-87.6% |
| Admin fee / account holder | $1,646 | $7,255-77.3% | $6,155-73.3% | $13,400-87.7% |