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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 | $15,625 | $49,177-68.2% | $79,466-80.3% | $64,173-75.7% |
| Participation rate | 68.0% | 65.0%+3.0pp | 73.3%-5.3pp | 69.6%-1.6pp |
| Annual return | 8.84% | -1.16%+10.0pp | 718.28%-709.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $698 | $2,076-66.4% | $2,800-75.1% | $2,381-70.7% |
| Participant deferral / active EE | $112 | $2,821-96.0% | $3,704-97.0% | $3,470-96.8% |
| Admin fee / account holder | $6,067 | $3,839+58.0% | $5,104+18.9% | $4,887+24.1% |