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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 | $16,292 | $75,832-78.5% | $147,618-89.0% | $59,633-72.7% |
| Participation rate | 42.6% | 71.6%-29.0pp | 84.6%-42.1pp | 68.7%-26.1pp |
| Annual return | 2.55% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.40%-2038.9pp |
| Employer contribution / active EE | $415 | $3,485-88.1% | $5,565-92.5% | $2,203-81.1% |
| Participant deferral / active EE | $569 | $3,131-81.8% | $4,895-88.4% | $3,192-82.2% |
| Admin fee / account holder | $1,313 | $5,986-78.1% | $11,612-88.7% | $4,297-69.4% |