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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 | $35,039 | $45,566-23.1% | $64,105-45.3% | $59,633-41.2% |
| Participation rate | 41.7% | 60.2%-18.5pp | 68.2%-26.5pp | 68.7%-27.0pp |
| Annual return | 2.68% | 4.95%-2.3pp | 791.24%-788.6pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $446 | $934-52.3% | $1,820-75.5% | $2,203-79.8% |
| Participant deferral / active EE | $651 | $2,057-68.4% | $2,822-76.9% | $3,192-79.6% |
| Admin fee / account holder | $477 | $3,268-85.4% | $4,499-89.4% | $4,297-88.9% |