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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 | $32,455 | $29,507+10.0% | $56,025-42.1% | $77,762-58.3% |
| Participation rate | 7.5% | 32.7%-25.2pp | 52.5%-45.0pp | 70.6%-63.0pp |
| Annual return | 15.72% | 18.90%-3.2pp | 1712.69%-1697.0pp | 31.27%-15.6pp |
| Employer contribution / active EE | $185 | $570-67.5% | $1,042-82.2% | $2,728-93.2% |
| Participant deferral / active EE | $249 | $1,062-76.6% | $1,955-87.3% | $4,651-94.7% |
| Admin fee / account holder | $3,369 | $1,041+223.8% | $2,828+19.1% | $433+678.3% |