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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 | $32,820 | $93,346-64.8% | $71,796-54.3% | $273,972-88.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 6.03% | 130.39%-124.4pp | 78.04%-72.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $384 | $2,733-85.9% | $1,924-80.0% | $4,869-92.1% |
| Participant deferral / active EE | $619 | $3,475-82.2% | $2,794-77.8% | $5,287-88.3% |
| Admin fee / account holder | $7,076 | $6,571+7.7% | $4,815+47.0% | $10,133-30.2% |