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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 | $18,123 | $45,109-59.8% | $85,240-78.7% | $77,762-76.7% |
| Participation rate | 14.1% | 48.7%-34.5pp | 67.5%-53.4pp | 70.6%-56.5pp |
| Annual return | 14.98% | 79.55%-64.6pp | 66.75%-51.8pp | 31.27%-16.3pp |
| Employer contribution / active EE | $266 | $1,602-83.4% | $2,735-90.3% | $2,728-90.2% |
| Participant deferral / active EE | $476 | $2,814-83.1% | $4,527-89.5% | $4,651-89.8% |
| Admin fee / account holder | $2,383 | $915+160.5% | $6,165-61.3% | $433+450.5% |