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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 | $37,884 | $78,607-51.8% | $105,624-64.1% | $74,478-49.1% |
| Participation rate | 29.3% | 72.8%-43.6pp | 75.3%-46.0pp | 67.2%-38.0pp |
| Annual return | 11.51% | 15.96%-4.5pp | 116.20%-104.7pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $781 | $2,523-69.0% | $3,168-75.3% | $2,626-70.3% |
| Participant deferral / active EE | $1,549 | $4,325-64.2% | $5,013-69.1% | $4,350-64.4% |
| Admin fee / account holder | $9,995 | $2,220+350.3% | $10,961-8.8% | $1,946+413.7% |