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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 | $36,355 | $29,716+22.3% | $56,077-35.2% | $80,925-55.1% |
| Participation rate | 9.8% | 41.7%-31.9pp | 52.5%-42.7pp | 67.7%-57.9pp |
| Annual return | 11.81% | 35.30%-23.5pp | 1709.28%-1697.5pp | 35.65%-23.8pp |
| Employer contribution / active EE | $149 | $671-77.7% | $1,040-85.6% | $2,756-94.6% |
| Participant deferral / active EE | $178 | $1,228-85.5% | $1,954-90.9% | $4,299-95.9% |
| Admin fee / account holder | $3,939 | $2,432+62.0% | $2,825+39.4% | $6,940-43.2% |