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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 | $42,198 | $157,276-73.2% | $141,177-70.1% | $152,885-72.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.11% | 64.33%-45.2pp | 71.40%-52.3pp | 345.39%-326.3pp |
| Employer contribution / active EE | $2,267 | $5,262-56.9% | $4,736-52.1% | $4,763-52.4% |
| Participant deferral / active EE | $869 | $7,110-87.8% | $6,710-87.1% | $5,851-85.2% |
| Admin fee / account holder | $3,863 | $12,123-68.1% | $10,263-62.4% | $11,598-66.7% |