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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 | $15,614 | $48,300-67.7% | $40,145,923-100.0% | $62,881-75.2% |
| Participation rate | 13.5% | 62.0%-48.5pp | 68.4%-54.9pp | 69.3%-55.8pp |
| Annual return | 5.44% | 6.95%-1.5pp | 5.24%+0.2pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $215 | $2,388-91.0% | $2,591-91.7% | $3,203-93.3% |
| Admin fee / account holder | $5,975 | $2,919+104.7% | $2,903+105.8% | $4,296+39.1% |