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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 | $22,521 | $104,251-78.4% | $91,004-75.3% | $147,585-84.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 10.47% | 27.06%-16.6pp | 4.60%+5.9pp | 578.58%-568.1pp |
| Employer contribution / active EE | $614 | $3,116-80.3% | $2,456-75.0% | $4,876-87.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $20,846 | $8,948+133.0% | $5,417+284.8% | $10,886+91.5% |