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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 | $37,580 | $58,275-35.5% | $81,844-54.1% | $80,935-53.6% |
| Participation rate | 22.6% | 63.5%-40.8pp | 72.4%-49.7pp | 67.7%-45.0pp |
| Annual return | 15.57% | 41.82%-26.2pp | 778.87%-763.3pp | 35.66%-20.1pp |
| Employer contribution / active EE | $691 | $2,346-70.5% | $2,916-76.3% | $2,757-74.9% |
| Participant deferral / active EE | $650 | $3,285-80.2% | $4,323-85.0% | $4,299-84.9% |
| Admin fee / account holder | $970 | $4,749-79.6% | $7,355-86.8% | $6,924-86.0% |