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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 | $21,302 | $75,832-71.9% | $147,617-85.6% | $59,633-64.3% |
| Participation rate | 46.7% | 71.6%-24.8pp | 84.6%-37.9pp | 68.7%-21.9pp |
| Annual return | 0.75% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $477 | $3,485-86.3% | $5,564-91.4% | $2,203-78.3% |
| Participant deferral / active EE | $782 | $3,131-75.0% | $4,895-84.0% | $3,192-75.5% |
| Admin fee / account holder | $7,791 | $5,986+30.2% | $11,612-32.9% | $4,297+81.3% |