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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 | $29,667-8.7% | $56,441-52.0% | $80,874-66.5% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.6%-53.9pp |
| Annual return | 12.07% | 35.22%-23.2pp | 1704.21%-1692.1pp | 35.62%-23.6pp |
| Employer contribution / active EE | $183 | $669-72.7% | $1,039-82.4% | $2,756-93.4% |
| Participant deferral / active EE | $207 | $1,227-83.1% | $1,953-89.4% | $4,297-95.2% |
| Admin fee / account holder | $3,781 | $2,429+55.6% | $2,829+33.6% | $6,935-45.5% |