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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 | $18,427 | $75,832-75.7% | $147,617-87.5% | $59,633-69.1% |
| Participation rate | 38.6% | 71.6%-32.9pp | 84.6%-46.0pp | 68.7%-30.0pp |
| Annual return | 1.15% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,746 | $3,485-21.2% | $5,564-50.6% | $2,203+24.7% |
| Participant deferral / active EE | $835 | $3,131-73.3% | $4,895-82.9% | $3,192-73.8% |
| Admin fee / account holder | $2,515 | $5,986-58.0% | $11,612-78.3% | $4,297-41.5% |