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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 | $32,425 | $54,573-40.6% | $90,965-64.4% | $73,493-55.9% |
| Participation rate | 17.0% | 61.2%-44.2pp | 69.0%-52.0pp | 70.7%-53.7pp |
| Annual return | 14.19% | 16.69%-2.5pp | 134.57%-120.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $365 | $991-63.2% | $2,122-82.8% | $2,270-83.9% |
| Participant deferral / active EE | $699 | $2,517-72.2% | $3,373-79.3% | $3,740-81.3% |
| Admin fee / account holder | $2,750 | $521+427.3% | $5,960-53.9% | $513+435.9% |