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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 | $10,657 | $51,642-79.4% | $129,384-91.8% | $80,935-86.8% |
| Participation rate | 17.9% | 56.9%-39.1pp | 69.6%-51.8pp | 67.7%-49.8pp |
| Annual return | 12.19% | 20.78%-8.6pp | 9461.77%-9449.6pp | 35.66%-23.5pp |
| Employer contribution / active EE | $394 | $1,583-75.1% | $4,153-90.5% | $2,757-85.7% |
| Participant deferral / active EE | $726 | $2,670-72.8% | $4,166-82.6% | $4,299-83.1% |
| Admin fee / account holder | $8,946 | $4,312+107.5% | $7,686+16.4% | $6,924+29.2% |