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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 | $13,490 | $37,156-63.7% | $83,854-83.9% | $86,983-84.5% |
| Participation rate | 9.8% | 49.1%-39.2pp | 59.1%-49.3pp | 69.5%-59.7pp |
| Annual return | 18.26% | 29.88%-11.6pp | 31.39%-13.1pp | 25.83%-7.6pp |
| Employer contribution / active EE | $47 | $661-92.9% | $1,017-95.4% | $2,584-98.2% |
| Participant deferral / active EE | $258 | $1,418-81.8% | $2,035-87.3% | $4,194-93.9% |
| Admin fee / account holder | $601 | $2,510-76.0% | $3,197-81.2% | $7,856-92.3% |