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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 | $16,397 | $77,638-78.9% | $156,551-89.5% | $62,881-73.9% |
| Participation rate | 29.6% | 71.2%-41.6pp | 84.0%-54.4pp | 69.3%-39.7pp |
| Annual return | 8.16% | 50.33%-42.2pp | 32.23%-24.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $421 | $3,444-87.8% | $5,501-92.4% | $2,281-81.6% |
| Participant deferral / active EE | $705 | $3,046-76.8% | $4,871-85.5% | $3,203-78.0% |
| Admin fee / account holder | $7,407 | $5,561+33.2% | $13,028-43.1% | $4,296+72.4% |