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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 | $23,529 | $45,266-48.0% | $103,693-77.3% | $65,306-64.0% |
| Participation rate | 11.4% | 53.3%-41.9pp | 72.6%-61.2pp | 57.7%-46.3pp |
| Annual return | 13.16% | 25.10%-11.9pp | 47.61%-34.5pp | 21.94%-8.8pp |
| Employer contribution / active EE | $149 | $1,765-91.5% | $2,920-94.9% | $1,967-92.4% |
| Participant deferral / active EE | $311 | $2,099-85.2% | $4,579-93.2% | $2,959-89.5% |
| Admin fee / account holder | $51,313 | $3,221+1493.0% | $7,858+553.0% | $3,480+1374.6% |