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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 | $13,497 | $84,518-84.0% | $67,704-80.1% | $125,389-89.2% |
| Participation rate | 44.4% | 74.8%-30.3pp | 67.5%-23.1pp | 83.2%-38.7pp |
| Annual return | 0.03% | 2.57%-2.5pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $405 | $3,292-87.7% | $2,559-84.2% | $4,866-91.7% |
| Participant deferral / active EE | $371 | $4,430-91.6% | $3,585-89.7% | $5,352-93.1% |
| Admin fee / account holder | $3,137 | $5,340-41.3% | $4,255-26.3% | $9,541-67.1% |