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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 | $28,883 | $50,637-43.0% | $86,582-66.6% | $62,293-53.6% |
| Participation rate | 38.7% | 67.9%-29.2pp | 73.5%-34.9pp | 69.5%-30.8pp |
| Annual return | 22.62% | 20.80%+1.8pp | 965.08%-942.5pp | 28.90%-6.3pp |
| Employer contribution / active EE | $458 | $2,075-77.9% | $2,839-83.9% | $2,042-77.6% |
| Participant deferral / active EE | $540 | $2,611-79.3% | $3,609-85.0% | $3,169-83.0% |
| Admin fee / account holder | $2,046 | $413+395.0% | $4,904-58.3% | $479+326.8% |