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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 | $30,213 | $70,418-57.1% | $96,570-68.7% | $85,847-64.8% |
| Participation rate | 36.0% | 61.8%-25.8pp | 69.8%-33.8pp | 69.3%-33.3pp |
| Annual return | 27.01% | 18.59%+8.4pp | 37.79%-10.8pp | 318.61%-291.6pp |
| Employer contribution / active EE | $469 | $1,413-66.8% | $2,357-80.1% | $2,565-81.7% |
| Participant deferral / active EE | $853 | $2,894-70.5% | $3,849-77.8% | $3,952-78.4% |
| Admin fee / account holder | $1,095 | $4,995-78.1% | $6,182-82.3% | $6,261-82.5% |