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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 | $13,209 | $75,935-82.6% | $60,547-78.2% | $125,389-89.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | 3.27% | -5.38%+8.6pp | 335.64%-332.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $688 | $3,438-80.0% | $2,419-71.5% | $4,866-85.9% |
| Participant deferral / active EE | $798 | $4,506-82.3% | $3,328-76.0% | $5,352-85.1% |
| Admin fee / account holder | $47,676 | $6,768+604.5% | $4,536+951.0% | $9,541+399.7% |