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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 | $27,368 | $45,566-39.9% | $64,105-57.3% | $59,633-54.1% |
| Participation rate | 32.1% | 60.2%-28.0pp | 68.2%-36.0pp | 68.7%-36.5pp |
| Annual return | 5.63% | 4.95%+0.7pp | 791.24%-785.6pp | 2041.45%-2035.8pp |
| Employer contribution / active EE | $227 | $934-75.7% | $1,820-87.5% | $2,203-89.7% |
| Participant deferral / active EE | $837 | $2,057-59.3% | $2,822-70.3% | $3,192-73.8% |
| Admin fee / account holder | $342 | $3,268-89.5% | $4,499-92.4% | $4,297-92.0% |