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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 | $8,487 | $63,703-86.7% | $93,063-90.9% | $82,448-89.7% |
| Participation rate | 14.6% | 63.8%-49.2pp | 72.1%-57.5pp | 68.1%-53.4pp |
| Annual return | 24.85% | -775.43%+800.3pp | 34.15%-9.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $381 | $1,729-77.9% | $2,476-84.6% | $2,551-85.1% |
| Participant deferral / active EE | $553 | $2,919-81.1% | $3,958-86.0% | $4,139-86.6% |
| Admin fee / account holder | $418 | $5,982-93.0% | $6,033-93.1% | $7,234-94.2% |