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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 | $9,236 | $61,125-84.9% | $94,057-90.2% | $87,485-89.4% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.3%-33.3pp | 68.9%-28.9pp |
| Annual return | 16.55% | 35.20%-18.6pp | 480.62%-464.1pp | 26.06%-9.5pp |
| Employer contribution / active EE | $459 | $2,136-78.5% | $2,933-84.4% | $2,596-82.3% |
| Participant deferral / active EE | $641 | $3,260-80.3% | $4,709-86.4% | $4,274-85.0% |
| Admin fee / account holder | $2,987 | $5,629-46.9% | $7,244-58.8% | $7,775-61.6% |