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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 | $51,638-34.6% | $68,368-50.6% | $82,448-59.0% |
| Participation rate | 15.5% | 63.6%-48.1pp | 73.8%-58.3pp | 68.1%-52.6pp |
| Annual return | 13.86% | 37.53%-23.7pp | 292.57%-278.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $271 | $2,047-86.8% | $2,649-89.8% | $2,551-89.4% |
| Participant deferral / active EE | $415 | $2,914-85.8% | $4,123-89.9% | $4,139-90.0% |
| Admin fee / account holder | $10,958 | $4,643+136.0% | $5,150+112.8% | $7,234+51.5% |