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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 | $60,626 | $48,300+25.5% | $40,145,923-99.8% | $62,881-3.6% |
| Participation rate | 35.9% | 62.0%-26.1pp | 68.4%-32.5pp | 69.3%-33.4pp |
| Annual return | 6.43% | 6.95%-0.5pp | 5.24%+1.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $700 | $2,388-70.7% | $2,591-73.0% | $3,203-78.2% |
| Admin fee / account holder | $14,498 | $2,919+396.7% | $2,903+399.3% | $4,296+237.5% |