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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 | $30,760 | $47,944-35.8% | $67,834-54.7% | $62,891-51.1% |
| Participation rate | 16.5% | 61.1%-44.6pp | 68.8%-52.3pp | 69.3%-52.8pp |
| Annual return | 4.97% | 11.77%-6.8pp | 138.47%-133.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $311 | $1,562-80.1% | $2,403-87.1% | $2,281-86.4% |
| Participant deferral / active EE | $697 | $2,247-69.0% | $3,160-77.9% | $3,203-78.2% |
| Admin fee / account holder | $5,011 | $3,712+35.0% | $4,622+8.4% | $4,296+16.7% |