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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 | $16,656 | $32,425-48.6% | $74,577-77.7% | $55,167-69.8% |
| Participation rate | 6.1% | 54.0%-47.9pp | 68.1%-62.0pp | 69.0%-62.9pp |
| Annual return | 7.07% | 10.63%-3.6pp | 20.47%-13.4pp | 169.23%-162.2pp |
| Employer contribution / active EE | $205 | $1,043-80.4% | $2,525-91.9% | $1,963-89.6% |
| Participant deferral / active EE | $429 | $1,995-78.5% | $3,458-87.6% | $3,054-85.9% |
| Admin fee / account holder | $1,217 | $748+62.6% | $4,138-70.6% | $504+141.5% |