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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 | $32,647 | $50,554-35.4% | $67,681-51.8% | $87,485-62.7% |
| Participation rate | 14.5% | 67.7%-53.3pp | 73.7%-59.3pp | 68.9%-54.5pp |
| Annual return | 13.57% | 17.81%-4.2pp | 590.58%-577.0pp | 26.06%-12.5pp |
| Employer contribution / active EE | $518 | $1,988-73.9% | $2,678-80.6% | $2,596-80.0% |
| Participant deferral / active EE | $375 | $2,961-87.4% | $3,976-90.6% | $4,274-91.2% |
| Admin fee / account holder | $7,667 | $4,132+85.5% | $6,100+25.7% | $7,775-1.4% |