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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 | $2,395 | $29,716-91.9% | $56,077-95.7% | $80,925-97.0% |
| Participation rate | 11.3% | 41.7%-30.4pp | 52.5%-41.2pp | 67.7%-56.3pp |
| Annual return | 15.36% | 35.30%-19.9pp | 1709.28%-1693.9pp | 35.65%-20.3pp |
| Employer contribution / active EE | $119 | $671-82.3% | $1,040-88.6% | $2,756-95.7% |
| Participant deferral / active EE | $181 | $1,228-85.2% | $1,954-90.7% | $4,299-95.8% |
| Admin fee / account holder | $2,897 | $2,432+19.1% | $2,825+2.6% | $6,940-58.3% |