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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 | $37,536 | $37,134+1.1% | $100,671-62.7% | $52,331-28.3% |
| Participation rate | 15.8% | 57.7%-41.8pp | 70.7%-54.9pp | 68.1%-52.3pp |
| Annual return | 1.99% | 0.10%+1.9pp | 20.43%-18.4pp | 4.54%-2.6pp |
| Employer contribution / active EE | $271 | $1,187-77.1% | $4,012-93.2% | $1,882-85.6% |
| Participant deferral / active EE | $863 | $2,163-60.1% | $3,144-72.5% | $3,022-71.4% |
| Admin fee / account holder | $10,852 | $467+2224.2% | $4,850+123.8% | $592+1734.4% |