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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 | $16,592 | $30,732-46.0% | $59,496-72.1% | $59,633-72.2% |
| Participation rate | 5.7% | 43.2%-37.5pp | 54.6%-48.8pp | 68.7%-63.0pp |
| Annual return | 0.55% | 4.47%-3.9pp | 182.05%-181.5pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $110 | $631-82.5% | $1,153-90.4% | $2,203-95.0% |
| Participant deferral / active EE | $254 | $1,183-78.5% | $1,829-86.1% | $3,192-92.0% |
| Admin fee / account holder | $8,722 | $2,136+308.3% | $2,232+290.7% | $4,297+103.0% |