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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 | $16,178 | $64,307-74.8% | $57,349-71.8% | $125,388-87.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | 11.08% | 25.14%-14.1pp | 24.40%-13.3pp | 282.24%-271.2pp |
| Employer contribution / active EE | $4,791 | $3,193+50.1% | $2,689+78.2% | $4,866-1.5% |
| Participant deferral / active EE | $507 | $3,847-86.8% | $3,162-84.0% | $5,352-90.5% |
| Admin fee / account holder | $16,446 | $5,242+213.7% | $3,356+390.0% | $9,541+72.4% |