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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 | $34,929 | $58,311-40.1% | $81,882-57.3% | $80,959-56.9% |
| Participation rate | 29.7% | 63.5%-33.8pp | 72.4%-42.7pp | 67.7%-37.9pp |
| Annual return | 11.69% | 41.85%-30.2pp | 779.47%-767.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $525 | $2,347-77.6% | $2,916-82.0% | $2,757-80.9% |
| Participant deferral / active EE | $616 | $3,287-81.3% | $4,323-85.7% | $4,300-85.7% |
| Admin fee / account holder | $2,556 | $4,752-46.2% | $7,360-65.3% | $6,925-63.1% |