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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 | $27,210 | $68,398-60.2% | $94,664-71.3% | $75,173-63.8% |
| Participation rate | 69.2% | 76.1%-6.8pp | 80.8%-11.6pp | 67.2%+2.0pp |
| Annual return | 17.90% | 616.72%-598.8pp | 156.84%-138.9pp | 160.72%-142.8pp |
| Employer contribution / active EE | $1,107 | $2,701-59.0% | $3,673-69.9% | $2,671-58.6% |
| Participant deferral / active EE | $2,283 | $6,537-65.1% | $7,417-69.2% | $4,126-44.7% |
| Admin fee / account holder | $3,784 | $5,324-28.9% | $7,222-47.6% | $5,651-33.0% |