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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 | $20,759 | $69,274-70.0% | $64,097-67.6% | $139,487-85.1% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 21.43% | 46.00%-24.6pp | 33.75%-12.3pp | 373.84%-352.4pp |
| Employer contribution / active EE | $765 | $3,187-76.0% | $2,750-72.2% | $4,755-83.9% |
| Participant deferral / active EE | $780 | $4,685-83.3% | $3,881-79.9% | $6,713-88.4% |
| Admin fee / account holder | $6,958 | $4,247+63.9% | $3,070+126.7% | $11,407-39.0% |