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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 | $31,807 | $114,013-72.1% | $103,693-69.3% | $155,188-79.5% |
| Participation rate | 8.3% | 75.2%-66.9pp | 72.6%-64.3pp | 80.8%-72.5pp |
| Annual return | 12.94% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $172 | $3,131-94.5% | $2,920-94.1% | $4,248-96.0% |
| Participant deferral / active EE | $322 | $4,970-93.5% | $4,579-93.0% | $6,531-95.1% |
| Admin fee / account holder | $20,693 | $8,407+146.1% | $7,858+163.3% | $14,480+42.9% |