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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 | $47,479-27.1% | $62,929-45.0% | $82,448-58.0% |
| Participation rate | 36.0% | 66.9%-30.9pp | 73.1%-37.1pp | 68.1%-32.1pp |
| Annual return | 25.84% | 20.34%+5.5pp | 1063.93%-1038.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $1,526 | $1,885-19.1% | $2,505-39.1% | $2,551-40.2% |
| Participant deferral / active EE | $497 | $2,870-82.7% | $3,888-87.2% | $4,139-88.0% |
| Admin fee / account holder | $8,198 | $3,804+115.5% | $5,065+61.9% | $7,234+13.3% |