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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 | $24,739 | $39,028-36.6% | $80,741-69.4% | $85,856-71.2% |
| Participation rate | 15.2% | 41.6%-26.4pp | 54.2%-39.0pp | 69.3%-54.2pp |
| Annual return | 16.76% | 26.31%-9.5pp | 87.30%-70.5pp | 318.58%-301.8pp |
| Employer contribution / active EE | $122 | $722-83.1% | $1,160-89.5% | $2,565-95.2% |
| Participant deferral / active EE | $181 | $1,326-86.3% | $2,145-91.5% | $3,952-95.4% |
| Admin fee / account holder | $4,293 | $2,429+76.7% | $3,380+27.0% | $6,261-31.4% |