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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 | $15,086 | $155,188-90.3% | $24,257-37.8% | $155,188-90.3% |
| Participation rate | 21.4% | 80.8%-59.4pp | 56.0%-34.5pp | 80.8%-59.4pp |
| Annual return | 9.34% | 148.84%-139.5pp | 16.77%-7.4pp | 148.84%-139.5pp |
| Employer contribution / active EE | $629 | $4,248-85.2% | $1,167-46.1% | $4,248-85.2% |
| Participant deferral / active EE | $841 | $6,531-87.1% | $3,407-75.3% | $6,531-87.1% |
| Admin fee / account holder | $12,008 | $14,480-17.1% | $3,641+229.8% | $14,480-17.1% |