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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 | $15,051 | $114,013-86.8% | $103,693-85.5% | $155,188-90.3% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.1pp | 80.8%-52.2pp |
| Annual return | 10.98% | 49.31%-38.3pp | 47.61%-36.6pp | 148.84%-137.9pp |
| Employer contribution / active EE | $2,369 | $3,131-24.4% | $2,920-18.9% | $4,248-44.2% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,556 | $8,407-81.5% | $7,858-80.2% | $14,480-89.3% |