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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 | $15,978 | $58,264-72.6% | $86,617-81.6% | $71,495-77.7% |
| Participation rate | 43.5% | 65.0%-21.5pp | 71.7%-28.2pp | 67.9%-24.4pp |
| Annual return | 15.87% | 21.63%-5.8pp | 591.91%-576.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $954 | $2,574-63.0% | $3,023-68.5% | $2,589-63.2% |
| Participant deferral / active EE | $918 | $3,436-73.3% | $4,437-79.3% | $4,291-78.6% |
| Admin fee / account holder | $4,795 | $1,057+353.6% | $5,613-14.6% | $1,588+202.0% |