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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 | $27,352 | $116,167-76.5% | $64,489-57.6% | $137,256-80.1% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 13.25% | 36.55%-23.3pp | 55.03%-41.8pp | 220.34%-207.1pp |
| Employer contribution / active EE | $463 | $2,483-81.3% | $1,523-69.6% | $4,156-88.9% |
| Participant deferral / active EE | $465 | $4,215-89.0% | $2,778-83.3% | $6,407-92.7% |
| Admin fee / account holder | $13,575 | $6,188+119.4% | $4,260+218.7% | $12,270+10.6% |