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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 | $12,877 | $36,948-65.1% | $73,658-82.5% | $87,485-85.3% |
| Participation rate | 5.9% | 46.8%-40.9pp | 57.0%-51.2pp | 68.9%-63.0pp |
| Annual return | 20.58% | 28.64%-8.1pp | 29.72%-9.1pp | 26.06%-5.5pp |
| Employer contribution / active EE | $133 | $670-80.1% | $1,032-87.1% | $2,596-94.9% |
| Participant deferral / active EE | $223 | $1,379-83.8% | $2,062-89.2% | $4,274-94.8% |
| Admin fee / account holder | $56,182 | $2,531+2120.0% | $3,357+1573.7% | $7,775+622.6% |