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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 | $30,982 | $75,832-59.1% | $147,617-79.0% | $59,633-48.0% |
| Participation rate | 58.5% | 71.6%-13.0pp | 84.6%-26.1pp | 68.7%-10.1pp |
| Annual return | 1.74% | 0.37%+1.4pp | 61.98%-60.2pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $395 | $3,485-88.7% | $5,564-92.9% | $2,203-82.0% |
| Participant deferral / active EE | $707 | $3,131-77.4% | $4,895-85.6% | $3,192-77.8% |
| Admin fee / account holder | $6,471 | $5,986+8.1% | $11,612-44.3% | $4,297+50.6% |