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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 | $44,980-59.7% | $85,063-78.7% | $77,692-76.7% |
| Participation rate | 14.1% | 48.6%-34.5pp | 67.5%-53.4pp | 70.6%-56.5pp |
| Annual return | 14.98% | 79.13%-64.2pp | 66.54%-51.6pp | 31.25%-16.3pp |
| Employer contribution / active EE | $266 | $1,607-83.4% | $2,727-90.2% | $2,726-90.2% |
| Participant deferral / active EE | $476 | $2,804-83.0% | $4,523-89.5% | $4,648-89.8% |
| Admin fee / account holder | $2,383 | $911+161.5% | $6,155-61.3% | $431+453.5% |