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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 | $34,597 | $50,554-31.6% | $67,681-48.9% | $87,485-60.5% |
| Participation rate | 36.0% | 67.7%-31.7pp | 73.7%-37.7pp | 68.9%-32.9pp |
| Annual return | 25.84% | 17.81%+8.0pp | 590.58%-564.7pp | 26.06%-0.2pp |
| Employer contribution / active EE | $1,526 | $1,988-23.3% | $2,678-43.0% | $2,596-41.2% |
| Participant deferral / active EE | $497 | $2,961-83.2% | $3,976-87.5% | $4,274-88.4% |
| Admin fee / account holder | $8,198 | $4,132+98.4% | $6,100+34.4% | $7,775+5.4% |