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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 | $15,349 | $78,690-80.5% | $161,489-90.5% | $87,485-82.5% |
| Participation rate | 39.6% | 67.5%-27.8pp | 78.7%-39.1pp | 68.9%-29.3pp |
| Annual return | 13.12% | 32.74%-19.6pp | 89.72%-76.6pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,100 | $2,588-57.5% | $4,268-74.2% | $2,596-57.6% |
| Participant deferral / active EE | $731 | $3,311-77.9% | $5,630-87.0% | $4,274-82.9% |
| Admin fee / account holder | $608 | $6,724-90.9% | $16,006-96.2% | $7,775-92.2% |