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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 | $12,415 | $54,757-77.3% | $90,300-86.3% | $72,983-83.0% |
| Participation rate | 18.2% | 65.1%-47.0pp | 73.3%-55.1pp | 69.5%-51.3pp |
| Annual return | 18.00% | 30.63%-12.6pp | 78.11%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $229 | $2,092-89.0% | $2,854-92.0% | $2,440-90.6% |
| Participant deferral / active EE | $794 | $2,887-72.5% | $3,884-79.6% | $3,608-78.0% |
| Admin fee / account holder | $61,855 | $3,972+1457.4% | $5,353+1055.5% | $5,124+1107.1% |