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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 | $37,241 | $59,006-36.9% | $97,197-61.7% | $74,429-50.0% |
| Participation rate | 26.2% | 63.7%-37.5pp | 72.7%-46.5pp | 67.2%-41.0pp |
| Annual return | 16.32% | 16.04%+0.3pp | 75.47%-59.1pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $548 | $1,894-71.1% | $2,723-79.9% | $2,625-79.1% |
| Participant deferral / active EE | $879 | $3,671-76.1% | $4,263-79.4% | $4,348-79.8% |
| Admin fee / account holder | $11,009 | $1,974+457.7% | $5,637+95.3% | $1,944+466.2% |