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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 | $21,130 | $118,488-82.2% | $98,462-78.5% | $139,487-84.9% |
| Participation rate | 66.7% | 77.5%-10.8pp | 75.2%-8.5pp | 80.3%-13.7pp |
| Annual return | 22.43% | 18.96%+3.5pp | 21.17%+1.3pp | 373.84%-351.4pp |
| Employer contribution / active EE | $1,425 | $3,611-60.5% | $3,049-53.2% | $4,755-70.0% |
| Participant deferral / active EE | $1,426 | $5,393-73.6% | $4,738-69.9% | $6,713-78.8% |
| Admin fee / account holder | $333 | $13,868-97.6% | $8,875-96.2% | $11,407-97.1% |