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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 | $58,241-19.1% | $81,780-42.4% | $80,911-41.7% |
| Participation rate | 30.2% | 63.4%-33.3pp | 72.4%-42.2pp | 67.6%-37.5pp |
| Annual return | 17.21% | 41.73%-24.5pp | 776.27%-759.1pp | 35.63%-18.4pp |
| Employer contribution / active EE | $515 | $2,343-78.0% | $2,914-82.3% | $2,756-81.3% |
| Participant deferral / active EE | $679 | $3,283-79.3% | $4,321-84.3% | $4,297-84.2% |
| Admin fee / account holder | $16,128 | $4,973+224.3% | $7,384+118.4% | $6,935+132.6% |