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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 | $46,078 | $125,778-63.4% | $114,563-59.8% | $154,746-70.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 10.26% | 295.14%-284.9pp | 241.09%-230.8pp | 172.34%-162.1pp |
| Employer contribution / active EE | $656 | $2,806-76.6% | $2,592-74.7% | $4,379-85.0% |
| Participant deferral / active EE | $770 | $4,445-82.7% | $4,142-81.4% | $6,730-88.6% |
| Admin fee / account holder | $28,801 | $8,190+251.6% | $7,623+277.8% | $14,365+100.5% |