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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 | $14,901 | $75,959-80.4% | $154,114-90.3% | $64,181-76.8% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.3pp | 69.6%-32.9pp |
| Annual return | 4.03% | 30.32%-26.3pp | 735.16%-731.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $544 | $3,350-83.8% | $5,298-89.7% | $2,381-77.2% |
| Participant deferral / active EE | $556 | $3,175-82.5% | $5,081-89.1% | $3,470-84.0% |
| Admin fee / account holder | $1,660 | $5,589-70.3% | $13,411-87.6% | $4,887-66.0% |