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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 | $29,921 | $50,554-40.8% | $67,681-55.8% | $87,485-65.8% |
| Participation rate | 33.9% | 67.7%-33.8pp | 73.7%-39.8pp | 68.9%-35.0pp |
| Annual return | 13.47% | 17.81%-4.3pp | 590.58%-577.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $735 | $1,988-63.0% | $2,678-72.5% | $2,596-71.7% |
| Participant deferral / active EE | $917 | $2,961-69.0% | $3,976-76.9% | $4,274-78.5% |
| Admin fee / account holder | $4,138 | $4,132+0.1% | $6,100-32.2% | $7,775-46.8% |