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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 | $51,638-87.0% | $68,368-90.2% | $82,448-91.9% |
| Participation rate | 13.5% | 63.6%-50.1pp | 73.8%-60.2pp | 68.1%-54.6pp |
| Annual return | 13.66% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $305 | $2,047-85.1% | $2,649-88.5% | $2,551-88.1% |
| Participant deferral / active EE | $379 | $2,914-87.0% | $4,123-90.8% | $4,139-90.8% |
| Admin fee / account holder | $7,617 | $4,643+64.0% | $5,150+47.9% | $7,234+5.3% |