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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 | $60,442-35.6% | $96,754-59.8% | $87,485-55.5% |
| Participation rate | 4.9% | 58.7%-53.8pp | 70.3%-65.4pp | 68.9%-64.1pp |
| Annual return | 30.98% | 21.97%+9.0pp | 82.04%-51.1pp | 26.06%+4.9pp |
| Employer contribution / active EE | $274 | $1,691-83.8% | $2,679-89.8% | $2,596-89.5% |
| Participant deferral / active EE | $472 | $3,280-85.6% | $4,758-90.1% | $4,274-89.0% |
| Admin fee / account holder | $7,397 | $5,069+45.9% | $8,905-16.9% | $7,775-4.9% |