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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 | $12,381 | $49,177-74.8% | $79,466-84.4% | $64,173-80.7% |
| Participation rate | 46.9% | 65.0%-18.1pp | 73.3%-26.4pp | 69.6%-22.6pp |
| Annual return | 3.21% | -1.16%+4.4pp | 718.28%-715.1pp | 7.63%-4.4pp |
| Employer contribution / active EE | $427 | $2,076-79.5% | $2,800-84.8% | $2,381-82.1% |
| Participant deferral / active EE | $667 | $2,821-76.4% | $3,704-82.0% | $3,470-80.8% |
| Admin fee / account holder | $8,727 | $3,839+127.3% | $5,104+71.0% | $4,887+78.6% |