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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 | $30,613 | $107,809-71.6% | $97,032-68.5% | $155,188-80.3% |
| Participation rate | 12.5% | 75.5%-63.0pp | 71.6%-59.1pp | 80.8%-68.3pp |
| Annual return | 7.83% | 38.06%-30.2pp | 35.38%-27.6pp | 148.84%-141.0pp |
| Employer contribution / active EE | $211 | $2,911-92.7% | $2,629-92.0% | $4,248-95.0% |
| Participant deferral / active EE | $562 | $5,129-89.0% | $4,672-88.0% | $6,531-91.4% |
| Admin fee / account holder | $24,123 | $10,717+125.1% | $9,418+156.1% | $14,480+66.6% |