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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 | $61,789-43.6% | $97,167-64.1% | $80,874-56.9% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.7%-60.2pp | 67.6%-55.1pp |
| Annual return | 13.14% | -557.90%+571.0pp | 75.27%-62.1pp | 35.62%-22.5pp |
| Employer contribution / active EE | $612 | $1,837-66.7% | $2,729-77.6% | $2,756-77.8% |
| Participant deferral / active EE | $905 | $3,028-70.1% | $4,264-78.8% | $4,297-78.9% |
| Admin fee / account holder | $936 | $5,168-81.9% | $5,650-83.4% | $6,935-86.5% |