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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 | $10,983 | $41,151-73.3% | $80,648-86.4% | $71,529-84.6% |
| Participation rate | 17.4% | 50.2%-32.8pp | 67.0%-49.6pp | 67.9%-50.5pp |
| Annual return | 19.63% | 38.49%-18.9pp | 937.21%-917.6pp | 28.97%-9.3pp |
| Employer contribution / active EE | $221 | $1,513-85.4% | $2,724-91.9% | $2,590-91.5% |
| Participant deferral / active EE | $474 | $2,700-82.5% | $4,443-89.3% | $4,291-89.0% |
| Admin fee / account holder | $1,786 | $1,842-3.1% | $5,382-66.8% | $1,588+12.4% |