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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 | $27,411 | $29,525-7.2% | $56,033-51.1% | $77,736-64.7% |
| Participation rate | 15.2% | 32.7%-17.4pp | 52.5%-37.2pp | 70.6%-55.3pp |
| Annual return | 13.54% | 18.90%-5.4pp | 1711.38%-1697.8pp | 31.26%-17.7pp |
| Employer contribution / active EE | $201 | $569-64.7% | $1,041-80.7% | $2,728-92.6% |
| Participant deferral / active EE | $270 | $1,062-74.6% | $1,954-86.2% | $4,651-94.2% |
| Admin fee / account holder | $5,799 | $1,040+457.6% | $2,827+105.1% | $433+1238.4% |