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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 | $28,681 | $29,716-3.5% | $56,077-48.9% | $80,925-64.6% |
| Participation rate | 10.3% | 41.7%-31.4pp | 52.5%-42.2pp | 67.7%-57.3pp |
| Annual return | 12.35% | 35.30%-22.9pp | 1709.28%-1696.9pp | 35.65%-23.3pp |
| Employer contribution / active EE | $95 | $671-85.8% | $1,040-90.8% | $2,756-96.5% |
| Participant deferral / active EE | $142 | $1,228-88.4% | $1,954-92.7% | $4,299-96.7% |
| Admin fee / account holder | $3,004 | $2,432+23.5% | $2,825+6.3% | $6,940-56.7% |