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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 | $10,689 | $37,156-71.2% | $83,854-87.3% | $86,983-87.7% |
| Participation rate | 4.2% | 49.1%-44.9pp | 59.1%-54.9pp | 69.5%-65.4pp |
| Annual return | 13.60% | 29.88%-16.3pp | 31.39%-17.8pp | 25.83%-12.2pp |
| Employer contribution / active EE | $93 | $661-85.9% | $1,017-90.8% | $2,584-96.4% |
| Participant deferral / active EE | $125 | $1,418-91.2% | $2,035-93.9% | $4,194-97.0% |
| Admin fee / account holder | $2,097 | $2,510-16.5% | $3,197-34.4% | $7,856-73.3% |