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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 | $35,135 | $71,523-50.9% | $98,461-64.3% | $71,511-50.9% |
| Participation rate | 7.1% | 72.7%-65.6pp | 75.2%-68.0pp | 67.9%-60.8pp |
| Annual return | 62.48% | 32.43%+30.0pp | 21.17%+41.3pp | 28.86%+33.6pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $442 | $4,109-89.3% | $4,738-90.7% | $4,291-89.7% |
| Admin fee / account holder | $2,614 | $1,676+56.0% | $8,961-70.8% | $1,588+64.6% |