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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 | $35,394 | $34,316+3.1% | $74,722-52.6% | $72,975-51.5% |
| Participation rate | 22.2% | 42.4%-20.2pp | 54.5%-32.2pp | 69.5%-47.3pp |
| Annual return | 22.30% | 26.58%-4.3pp | 753.11%-730.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $299 | $1,272-76.5% | $1,963-84.8% | $3,608-91.7% |
| Admin fee / account holder | $2,047 | $2,125-3.7% | $3,335-38.6% | $5,124-60.1% |