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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 | $13,447 | $77,638-82.7% | $156,551-91.4% | $62,881-78.6% |
| Participation rate | 21.4% | 71.2%-49.8pp | 84.0%-62.6pp | 69.3%-47.9pp |
| Annual return | 10.43% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $403 | $3,444-88.3% | $5,501-92.7% | $2,281-82.3% |
| Participant deferral / active EE | $700 | $3,046-77.0% | $4,871-85.6% | $3,203-78.1% |
| Admin fee / account holder | $1,657 | $5,561-70.2% | $13,028-87.3% | $4,296-61.4% |