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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 | $34,177 | $65,704-48.0% | $94,229-63.7% | $59,633-42.7% |
| Participation rate | 28.9% | 72.1%-43.2pp | 78.8%-49.9pp | 68.7%-39.8pp |
| Annual return | -1.33% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $476 | $2,021-76.4% | $3,587-86.7% | $2,203-78.4% |
| Participant deferral / active EE | $336 | $3,143-89.3% | $4,320-92.2% | $3,192-89.5% |
| Admin fee / account holder | $7,587 | $4,265+77.9% | $6,269+21.0% | $4,297+76.6% |