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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 | $26,883 | $45,109-40.4% | $85,187-68.4% | $77,736-65.4% |
| Participation rate | 3.9% | 48.7%-44.8pp | 67.5%-63.6pp | 70.6%-66.7pp |
| Annual return | 14.12% | 79.55%-65.4pp | 66.67%-52.5pp | 31.26%-17.1pp |
| Employer contribution / active EE | $398 | $1,602-75.1% | $2,732-85.4% | $2,728-85.4% |
| Participant deferral / active EE | $361 | $2,814-87.2% | $4,525-92.0% | $4,651-92.2% |
| Admin fee / account holder | $1,392 | $915+52.1% | $6,162-77.4% | $433+221.1% |