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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 | $29,319-42.2% | $52,425-67.7% | $82,448-79.5% |
| Participation rate | 5.4% | 46.9%-41.4pp | 55.6%-50.2pp | 68.1%-62.7pp |
| Annual return | 15.84% | 535.20%-519.4pp | 302.12%-286.3pp | 41.64%-25.8pp |
| Employer contribution / active EE | $126 | $586-78.5% | $914-86.2% | $2,551-95.1% |
| Participant deferral / active EE | $185 | $1,171-84.2% | $1,790-89.7% | $4,139-95.5% |
| Admin fee / account holder | $8,269 | $1,962+321.4% | $2,495+231.4% | $7,234+14.3% |