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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 | $27,098 | $29,733-8.9% | $56,025-51.6% | $80,959-66.5% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 12.07% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $183 | $672-72.8% | $1,042-82.5% | $2,757-93.4% |
| Participant deferral / active EE | $207 | $1,229-83.2% | $1,955-89.4% | $4,300-95.2% |
| Admin fee / account holder | $3,781 | $2,434+55.3% | $2,828+33.7% | $6,925-45.4% |