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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 | $32,990 | $58,275-43.4% | $81,844-59.7% | $80,935-59.2% |
| Participation rate | 25.6% | 63.5%-37.9pp | 72.4%-46.8pp | 67.7%-42.1pp |
| Annual return | 12.40% | 41.82%-29.4pp | 778.87%-766.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $314 | $2,346-86.6% | $2,916-89.2% | $2,757-88.6% |
| Participant deferral / active EE | $442 | $3,285-86.6% | $4,323-89.8% | $4,299-89.7% |
| Admin fee / account holder | $32,207 | $4,749+578.2% | $7,355+337.9% | $6,924+365.1% |