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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 | $29,667-3.3% | $56,441-49.2% | $80,874-64.5% |
| Participation rate | 10.3% | 41.7%-31.3pp | 52.5%-42.2pp | 67.6%-57.3pp |
| Annual return | 12.35% | 35.22%-22.9pp | 1704.21%-1691.9pp | 35.62%-23.3pp |
| Employer contribution / active EE | $95 | $669-85.7% | $1,039-90.8% | $2,756-96.5% |
| Participant deferral / active EE | $142 | $1,227-88.4% | $1,953-92.7% | $4,297-96.7% |
| Admin fee / account holder | $3,004 | $2,429+23.6% | $2,829+6.2% | $6,935-56.7% |