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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 | $18,865 | $61,816-69.5% | $97,260-80.6% | $80,935-76.7% |
| Participation rate | 22.9% | 63.5%-40.6pp | 72.7%-49.8pp | 67.7%-44.8pp |
| Annual return | 15.69% | -558.73%+574.4pp | 75.54%-59.9pp | 35.66%-20.0pp |
| Employer contribution / active EE | $443 | $1,836-75.9% | $2,721-83.7% | $2,757-83.9% |
| Participant deferral / active EE | $765 | $3,027-74.7% | $4,262-82.0% | $4,299-82.2% |
| Admin fee / account holder | $6,971 | $5,166+35.0% | $5,640+23.6% | $6,924+0.7% |