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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 | $12,049 | $47,479-74.6% | $62,929-80.9% | $82,448-85.4% |
| Participation rate | 26.3% | 66.9%-40.6pp | 73.1%-46.8pp | 68.1%-41.8pp |
| Annual return | 18.91% | 20.34%-1.4pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $406 | $1,885-78.5% | $2,505-83.8% | $2,551-84.1% |
| Participant deferral / active EE | $627 | $2,870-78.1% | $3,888-83.9% | $4,139-84.8% |
| Admin fee / account holder | $6,263 | $3,804+64.7% | $5,065+23.7% | $7,234-13.4% |