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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 | $30,934 | $104,251-70.3% | $91,004-66.0% | $147,586-79.0% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.6%-30.1pp | 82.8%-37.4pp |
| Annual return | 14.86% | 27.06%-12.2pp | 4.60%+10.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $579 | $3,116-81.4% | $2,456-76.4% | $4,876-88.1% |
| Participant deferral / active EE | $763 | $4,195-81.8% | $3,548-78.5% | $5,439-86.0% |
| Admin fee / account holder | $32,651 | $8,948+264.9% | $5,417+502.7% | $10,886+199.9% |