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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 | $34,520 | $48,364-28.6% | $71,796-51.9% | $62,881-45.1% |
| Participation rate | 12.2% | 60.6%-48.4pp | 69.1%-56.9pp | 69.3%-57.1pp |
| Annual return | 6.78% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $264 | $1,042-74.7% | $1,924-86.3% | $2,281-88.4% |
| Participant deferral / active EE | $588 | $2,091-71.9% | $2,794-78.9% | $3,203-81.6% |
| Admin fee / account holder | $10,429 | $3,771+176.5% | $4,815+116.6% | $4,296+142.8% |