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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 | $33,794 | $49,976-32.4% | $66,674-49.3% | $82,637-59.1% |
| Participation rate | 15.5% | 63.1%-47.6pp | 73.7%-58.2pp | 68.1%-52.6pp |
| Annual return | 13.86% | 39.09%-25.2pp | 321.24%-307.4pp | 53.51%-39.6pp |
| Employer contribution / active EE | $271 | $1,988-86.4% | $2,620-89.7% | $2,552-89.4% |
| Participant deferral / active EE | $415 | $2,847-85.4% | $4,084-89.8% | $4,126-89.9% |
| Admin fee / account holder | $10,958 | $4,594+138.6% | $5,098+114.9% | $7,339+49.3% |