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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 | $37,033 | $45,041-17.8% | $63,003-41.2% | $70,131-47.2% |
| Participation rate | 58.3% | 69.5%-11.2pp | 74.8%-16.5pp | 69.5%-11.2pp |
| Annual return | 17.39% | 18.76%-1.4pp | 87.59%-70.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $476 | $2,052-76.8% | $2,760-82.7% | $2,342-79.7% |
| Participant deferral / active EE | $730 | $2,465-70.4% | $3,329-78.1% | $3,332-78.1% |
| Admin fee / account holder | $7,303 | $2,836+157.5% | $3,600+102.8% | $4,645+57.2% |