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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 | $34,135 | $78,694-56.6% | $67,652-49.5% | $125,389-72.8% |
| Participation rate | 64.7% | 78.8%-14.1pp | 75.7%-11.0pp | 83.2%-18.5pp |
| Annual return | 1.95% | 9.46%-7.5pp | 6625.40%-6623.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,508 | $3,044-50.5% | $2,266-33.4% | $4,866-69.0% |
| Participant deferral / active EE | $955 | $4,292-77.8% | $3,560-73.2% | $5,352-82.2% |
| Admin fee / account holder | $20,802 | $7,403+181.0% | $4,821+331.5% | $9,541+118.0% |