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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 | $23,391 | $73,988-68.4% | $96,538-75.8% | $75,177-68.9% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 16.83% | 26.73%-9.9pp | 35.74%-18.9pp | 160.75%-143.9pp |
| Employer contribution / active EE | $4,256 | $2,930+45.2% | $3,740+13.8% | $2,671+59.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $740 | $5,220-85.8% | $6,737-89.0% | $5,651-86.9% |