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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 | $18,526 | $51,638-64.1% | $68,368-72.9% | $82,448-77.5% |
| Participation rate | 12.3% | 63.6%-51.3pp | 73.8%-61.4pp | 68.1%-55.8pp |
| Annual return | 14.84% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $278 | $2,047-86.4% | $2,649-89.5% | $2,551-89.1% |
| Participant deferral / active EE | $462 | $2,914-84.1% | $4,123-88.8% | $4,139-88.8% |
| Admin fee / account holder | $8,767 | $4,643+88.8% | $5,150+70.2% | $7,234+21.2% |