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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 | $35,699 | $48,364-26.2% | $71,796-50.3% | $62,881-43.2% |
| Participation rate | 25.8% | 60.6%-34.8pp | 69.1%-43.3pp | 69.3%-43.5pp |
| Annual return | 10.84% | 13.16%-2.3pp | 78.04%-67.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $205 | $1,042-80.3% | $1,924-89.3% | $2,281-91.0% |
| Participant deferral / active EE | $271 | $2,091-87.0% | $2,794-90.3% | $3,203-91.5% |
| Admin fee / account holder | $8,312 | $3,771+120.4% | $4,815+72.6% | $4,296+93.5% |