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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 | $38,931 | $58,848-33.8% | $88,179-55.9% | $82,637-52.9% |
| Participation rate | 4.9% | 57.9%-53.0pp | 69.1%-64.3pp | 68.1%-63.2pp |
| Annual return | 30.98% | 22.76%+8.2pp | 64.97%-34.0pp | 53.51%-22.5pp |
| Employer contribution / active EE | $274 | $1,678-83.7% | $2,549-89.3% | $2,552-89.3% |
| Participant deferral / active EE | $472 | $3,124-84.9% | $4,614-89.8% | $4,126-88.6% |
| Admin fee / account holder | $7,397 | $4,795+54.2% | $7,673-3.6% | $7,339+0.8% |