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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 | $6,717 | $49,976-86.6% | $66,674-89.9% | $82,637-91.9% |
| Participation rate | 13.5% | 63.1%-49.6pp | 73.7%-60.2pp | 68.1%-54.5pp |
| Annual return | 13.66% | 39.09%-25.4pp | 321.24%-307.6pp | 53.51%-39.8pp |
| Employer contribution / active EE | $305 | $1,988-84.7% | $2,620-88.4% | $2,552-88.1% |
| Participant deferral / active EE | $379 | $2,847-86.7% | $4,084-90.7% | $4,126-90.8% |
| Admin fee / account holder | $7,617 | $4,594+65.8% | $5,098+49.4% | $7,339+3.8% |