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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 | $34,985 | $51,638-32.2% | $68,368-48.8% | $82,448-57.6% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 15.36% | 37.53%-22.2pp | 292.57%-277.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,060 | $2,047+49.5% | $2,649+15.5% | $2,551+20.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,666 | $4,643+22.0% | $5,150+10.0% | $7,234-21.7% |