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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 | $16,938 | $36,948-54.2% | $73,658-77.0% | $87,485-80.6% |
| Participation rate | 5.4% | 46.8%-41.4pp | 57.0%-51.6pp | 68.9%-63.5pp |
| Annual return | 15.84% | 28.64%-12.8pp | 29.72%-13.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $126 | $670-81.2% | $1,032-87.8% | $2,596-95.1% |
| Participant deferral / active EE | $185 | $1,379-86.6% | $2,062-91.0% | $4,274-95.7% |
| Admin fee / account holder | $8,269 | $2,531+226.7% | $3,357+146.3% | $7,775+6.4% |