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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 | $27,538 | $52,279-47.3% | $89,414-69.2% | $79,852-65.5% |
| Participation rate | 52.7% | 57.5%-4.8pp | 68.0%-15.3pp | 69.6%-16.9pp |
| Annual return | 26.21% | 22.16%+4.0pp | 245.50%-219.3pp | 31.72%-5.5pp |
| Employer contribution / active EE | $681 | $1,572-56.7% | $2,586-73.7% | $2,471-72.4% |
| Participant deferral / active EE | $776 | $2,740-71.7% | $3,890-80.0% | $3,740-79.2% |
| Admin fee / account holder | $4,682 | $3,356+39.5% | $4,883-4.1% | $5,306-11.8% |