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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 | $34,860 | $61,815-43.6% | $97,295-64.2% | $80,959-56.9% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.7%-60.2pp | 67.7%-55.2pp |
| Annual return | 13.14% | -558.73%+571.9pp | 75.62%-62.5pp | 35.67%-22.5pp |
| Employer contribution / active EE | $612 | $1,836-66.7% | $2,723-77.5% | $2,757-77.8% |
| Participant deferral / active EE | $905 | $3,027-70.1% | $4,264-78.8% | $4,300-79.0% |
| Admin fee / account holder | $936 | $5,166-81.9% | $5,646-83.4% | $6,925-86.5% |