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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 | $17,915 | $58,258-69.2% | $81,820-78.1% | $80,925-77.9% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 11.24% | 41.76%-30.5pp | 777.93%-766.7pp | 35.65%-24.4pp |
| Employer contribution / active EE | $510 | $2,345-78.3% | $2,915-82.5% | $2,756-81.5% |
| Participant deferral / active EE | $510 | $3,284-84.5% | $4,323-88.2% | $4,299-88.1% |
| Admin fee / account holder | $6,712 | $4,976+34.9% | $7,391-9.2% | $6,940-3.3% |