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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 | $14,660 | $61,815-76.3% | $97,295-84.9% | $80,959-81.9% |
| Participation rate | 21.3% | 63.5%-42.2pp | 72.7%-51.3pp | 67.7%-46.4pp |
| Annual return | 13.15% | -558.73%+571.9pp | 75.62%-62.5pp | 35.67%-22.5pp |
| Employer contribution / active EE | $483 | $1,836-73.7% | $2,723-82.3% | $2,757-82.5% |
| Participant deferral / active EE | $775 | $3,027-74.4% | $4,264-81.8% | $4,300-82.0% |
| Admin fee / account holder | $574 | $5,166-88.9% | $5,646-89.8% | $6,925-91.7% |