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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 | $48,118-64.8% | $136,833-87.6% | $94,015-82.0% |
| Participation rate | 5.4% | 47.4%-42.0pp | 59.0%-53.6pp | 70.8%-65.4pp |
| Annual return | 15.84% | 14.65%+1.2pp | 35.32%-19.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $126 | $821-84.7% | $1,319-90.4% | $2,790-95.5% |
| Participant deferral / active EE | $185 | $1,651-88.8% | $2,441-92.4% | $4,249-95.7% |
| Admin fee / account holder | $8,269 | $3,059+170.3% | $4,706+75.7% | $8,951-7.6% |