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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 | $26,891 | $58,258-53.8% | $81,820-67.1% | $80,925-66.8% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 15.47% | 41.76%-26.3pp | 777.93%-762.5pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,442 | $2,345-38.5% | $2,915-50.5% | $2,756-47.7% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,774 | $4,976-64.4% | $7,391-76.0% | $6,940-74.4% |