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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 | $14,164 | $50,554-72.0% | $67,681-79.1% | $87,485-83.8% |
| Participation rate | 31.3% | 67.7%-36.5pp | 73.7%-42.5pp | 68.9%-37.7pp |
| Annual return | 12.57% | 17.81%-5.2pp | 590.58%-578.0pp | 26.06%-13.5pp |
| Employer contribution / active EE | $459 | $1,988-76.9% | $2,678-82.9% | $2,596-82.3% |
| Participant deferral / active EE | $773 | $2,961-73.9% | $3,976-80.6% | $4,274-81.9% |
| Admin fee / account holder | $1,345 | $4,132-67.5% | $6,100-78.0% | $7,775-82.7% |