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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 | $10,824 | $69,248-84.4% | $64,101-83.1% | $139,466-92.2% |
| Participation rate | 23.5% | 75.6%-52.1pp | 72.3%-48.8pp | 80.3%-56.8pp |
| Annual return | 14.86% | 45.95%-31.1pp | 33.72%-18.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $479 | $3,185-85.0% | $2,749-82.6% | $4,754-89.9% |
| Participant deferral / active EE | $602 | $4,682-87.1% | $3,881-84.5% | $6,712-91.0% |
| Admin fee / account holder | $8,326 | $4,247+96.0% | $3,070+171.2% | $11,409-27.0% |