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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 | $47,145 | $58,258-19.1% | $81,820-42.4% | $80,925-41.7% |
| Participation rate | 30.2% | 63.5%-33.3pp | 72.4%-42.2pp | 67.7%-37.5pp |
| Annual return | 17.21% | 41.76%-24.6pp | 777.93%-760.7pp | 35.65%-18.4pp |
| Employer contribution / active EE | $515 | $2,345-78.1% | $2,915-82.3% | $2,756-81.3% |
| Participant deferral / active EE | $679 | $3,284-79.3% | $4,323-84.3% | $4,299-84.2% |
| Admin fee / account holder | $16,128 | $4,976+224.1% | $7,391+118.2% | $6,940+132.4% |