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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 | $41,870 | $47,479-11.8% | $62,929-33.5% | $82,448-49.2% |
| Participation rate | 68.6% | 66.9%+1.7pp | 73.1%-4.5pp | 68.1%+0.5pp |
| Annual return | 13.27% | 20.34%-7.1pp | 1063.93%-1050.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,484 | $1,885-21.3% | $2,505-40.7% | $2,551-41.8% |
| Participant deferral / active EE | $669 | $2,870-76.7% | $3,888-82.8% | $4,139-83.8% |
| Admin fee / account holder | $1,845 | $3,804-51.5% | $5,065-63.6% | $7,234-74.5% |