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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 | $8,465 | $47,479-82.2% | $62,929-86.5% | $82,448-89.7% |
| Participation rate | 28.4% | 66.9%-38.5pp | 73.1%-44.7pp | 68.1%-39.7pp |
| Annual return | 17.36% | 20.34%-3.0pp | 1063.93%-1046.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $376 | $1,885-80.0% | $2,505-85.0% | $2,551-85.3% |
| Participant deferral / active EE | $605 | $2,870-78.9% | $3,888-84.4% | $4,139-85.4% |
| Admin fee / account holder | $1,554 | $3,804-59.1% | $5,065-69.3% | $7,234-78.5% |