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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 | $13,725 | $50,554-72.9% | $67,681-79.7% | $87,485-84.3% |
| Participation rate | 5.7% | 67.7%-62.0pp | 73.7%-68.0pp | 68.9%-63.2pp |
| Annual return | 11.22% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $178 | $2,961-94.0% | $3,976-95.5% | $4,274-95.8% |
| Admin fee / account holder | $307 | $4,132-92.6% | $6,100-95.0% | $7,775-96.0% |