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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 | $14,929 | $46,360-67.8% | $147,618-89.9% | $52,331-71.5% |
| Participation rate | 38.3% | 64.9%-26.7pp | 84.6%-46.4pp | 68.1%-29.8pp |
| Annual return | -0.78% | 1.62%-2.4pp | 61.98%-62.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $553 | $2,126-74.0% | $5,565-90.1% | $1,882-70.6% |
| Participant deferral / active EE | $565 | $2,258-75.0% | $4,895-88.5% | $3,022-81.3% |
| Admin fee / account holder | $1,819 | $766+137.5% | $11,612-84.3% | $592+207.5% |