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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 | $14,734 | $61,125-75.9% | $94,057-84.3% | $87,485-83.2% |
| Participation rate | 17.6% | 64.1%-46.4pp | 73.3%-55.7pp | 68.9%-51.3pp |
| Annual return | 19.84% | 35.20%-15.4pp | 480.62%-460.8pp | 26.06%-6.2pp |
| Employer contribution / active EE | $264 | $2,136-87.6% | $2,933-91.0% | $2,596-89.8% |
| Participant deferral / active EE | $772 | $3,260-76.3% | $4,709-83.6% | $4,274-81.9% |
| Admin fee / account holder | $1,228 | $5,629-78.2% | $7,244-83.0% | $7,775-84.2% |