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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 | $16,615 | $49,976-66.8% | $66,674-75.1% | $82,637-79.9% |
| Participation rate | 59.3% | 63.1%-3.8pp | 73.7%-14.4pp | 68.1%-8.8pp |
| Annual return | 15.01% | 39.09%-24.1pp | 321.24%-306.2pp | 53.51%-38.5pp |
| Employer contribution / active EE | $262 | $1,988-86.8% | $2,620-90.0% | $2,552-89.7% |
| Participant deferral / active EE | $431 | $2,847-84.9% | $4,084-89.5% | $4,126-89.6% |
| Admin fee / account holder | $4,771 | $4,594+3.9% | $5,098-6.4% | $7,339-35.0% |