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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 | $28,489 | $50,637-43.7% | $86,582-67.1% | $62,293-54.3% |
| Participation rate | 20.6% | 67.9%-47.3pp | 73.5%-53.0pp | 69.5%-48.9pp |
| Annual return | 14.15% | 20.80%-6.6pp | 965.08%-950.9pp | 28.90%-14.7pp |
| Employer contribution / active EE | $315 | $2,075-84.8% | $2,839-88.9% | $2,042-84.6% |
| Participant deferral / active EE | $591 | $2,611-77.4% | $3,609-83.6% | $3,169-81.4% |
| Admin fee / account holder | $7,173 | $413+1635.7% | $4,904+46.3% | $479+1396.5% |