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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 | $51,184-36.2% | $66,439-50.9% | $86,983-62.5% |
| Participation rate | 14.5% | 68.5%-54.0pp | 74.5%-60.0pp | 69.5%-55.1pp |
| Annual return | 13.57% | 17.07%-3.5pp | 757.66%-744.1pp | 25.83%-12.3pp |
| Employer contribution / active EE | $518 | $2,023-74.4% | $2,637-80.3% | $2,584-79.9% |
| Participant deferral / active EE | $375 | $2,927-87.2% | $3,876-90.3% | $4,194-91.1% |
| Admin fee / account holder | $7,667 | $4,154+84.6% | $6,173+24.2% | $7,856-2.4% |