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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 | $14,733 | $52,961-72.2% | $172,752-91.5% | $65,185-77.4% |
| Participation rate | 29.5% | 66.2%-36.7pp | 82.6%-53.2pp | 70.2%-40.7pp |
| Annual return | 22.67% | 30.12%-7.5pp | 802.97%-780.3pp | 29.38%-6.7pp |
| Employer contribution / active EE | $419 | $2,190-80.9% | $5,144-91.9% | $2,177-80.7% |
| Participant deferral / active EE | $598 | $2,471-75.8% | $5,198-88.5% | $3,514-83.0% |
| Admin fee / account holder | $723 | $472+53.1% | $13,955-94.8% | $847-14.7% |