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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 | $14,348 | $29,051-50.6% | $52,425-72.6% | $67,986-78.9% |
| Participation rate | 11.3% | 30.4%-19.1pp | 55.6%-44.3pp | 57.2%-45.9pp |
| Annual return | 15.65% | 24.00%-8.3pp | 302.12%-286.5pp | 31.67%-16.0pp |
| Employer contribution / active EE | $115 | $412-72.0% | $914-87.4% | $2,019-94.3% |
| Participant deferral / active EE | $162 | $873-81.5% | $1,790-91.0% | $3,358-95.2% |
| Admin fee / account holder | $3,678 | $2,113+74.1% | $2,495+47.4% | $3,203+14.8% |