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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 | $13,350 | $46,732-71.4% | $156,551-91.5% | $55,167-75.8% |
| Participation rate | 56.7% | 65.8%-9.1pp | 84.0%-27.3pp | 69.0%-12.3pp |
| Annual return | 5.08% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $399 | $2,105-81.0% | $5,501-92.7% | $1,963-79.7% |
| Participant deferral / active EE | $535 | $2,204-75.7% | $4,871-89.0% | $3,054-82.5% |
| Admin fee / account holder | $1,964 | $418+369.4% | $13,028-84.9% | $504+289.7% |