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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 | $34,327 | $75,832-54.7% | $147,617-76.7% | $59,633-42.4% |
| Participation rate | 30.8% | 71.6%-40.8pp | 84.6%-53.9pp | 68.7%-37.9pp |
| Annual return | 1.40% | 0.37%+1.0pp | 61.98%-60.6pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $503 | $3,485-85.6% | $5,564-91.0% | $2,203-77.2% |
| Participant deferral / active EE | $402 | $3,131-87.2% | $4,895-91.8% | $3,192-87.4% |
| Admin fee / account holder | $3,742 | $5,986-37.5% | $11,612-67.8% | $4,297-12.9% |