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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 | $13,688 | $48,053-71.5% | $84,628-83.8% | $72,975-81.2% |
| Participation rate | 20.7% | 57.6%-36.9pp | 68.2%-47.5pp | 69.5%-48.8pp |
| Annual return | 21.37% | 37.39%-16.0pp | 258.80%-237.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $370 | $1,602-76.9% | $2,653-86.0% | $2,440-84.8% |
| Participant deferral / active EE | $748 | $2,681-72.1% | $3,900-80.8% | $3,608-79.3% |
| Admin fee / account holder | $7,541 | $3,395+122.1% | $4,914+53.5% | $5,124+47.2% |