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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 | $28,781 | $75,832-62.0% | $147,617-80.5% | $59,633-51.7% |
| Participation rate | 17.9% | 71.6%-53.7pp | 84.6%-66.8pp | 68.7%-50.8pp |
| Annual return | 0.60% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $527 | $3,485-84.9% | $5,564-90.5% | $2,203-76.1% |
| Participant deferral / active EE | $295 | $3,131-90.6% | $4,895-94.0% | $3,192-90.8% |
| Admin fee / account holder | $8,103 | $5,986+35.4% | $11,612-30.2% | $4,297+88.6% |