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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 | $22,958 | $75,832-69.7% | $147,618-84.4% | $59,633-61.5% |
| Participation rate | 32.5% | 71.6%-39.1pp | 84.6%-52.1pp | 68.7%-36.2pp |
| Annual return | 0.82% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $347 | $3,485-90.0% | $5,565-93.8% | $2,203-84.2% |
| Participant deferral / active EE | $770 | $3,131-75.4% | $4,895-84.3% | $3,192-75.9% |
| Admin fee / account holder | $4,941 | $5,986-17.4% | $11,612-57.4% | $4,297+15.0% |