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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 | $28,826 | $27,800+3.7% | $58,507-50.7% | $71,529-59.7% |
| Participation rate | 2.5% | 34.6%-32.1pp | 50.9%-48.3pp | 67.9%-65.4pp |
| Annual return | 21.90% | 26.80%-4.9pp | 4252.32%-4230.4pp | 28.97%-7.1pp |
| Employer contribution / active EE | $117 | $632-81.5% | $1,053-88.9% | $2,590-95.5% |
| Participant deferral / active EE | $235 | $1,208-80.6% | $1,922-87.8% | $4,291-94.5% |
| Admin fee / account holder | $2,707 | $1,637+65.3% | $2,486+8.9% | $1,588+70.4% |