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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 | $12,593 | $58,311-78.4% | $81,882-84.6% | $80,959-84.4% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 12.18% | 41.85%-29.7pp | 779.47%-767.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $393 | $2,347-83.3% | $2,916-86.5% | $2,757-85.7% |
| Participant deferral / active EE | $582 | $3,287-82.3% | $4,323-86.5% | $4,300-86.5% |
| Admin fee / account holder | $1,719 | $4,752-63.8% | $7,360-76.6% | $6,925-75.2% |