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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 | $12,127 | $36,943-67.2% | $52,425-76.9% | $103,975-88.3% |
| Participation rate | 5.9% | 27.5%-21.7pp | 55.6%-49.8pp | 72.5%-66.7pp |
| Annual return | 19.02% | 17.59%+1.4pp | 302.12%-283.1pp | 19.41%-0.4pp |
| Employer contribution / active EE | $48 | $884-94.6% | $914-94.7% | $3,722-98.7% |
| Participant deferral / active EE | $86 | $1,347-93.6% | $1,790-95.2% | $5,343-98.4% |
| Admin fee / account holder | $1,868 | $508+267.6% | $2,495-25.1% | $332+461.9% |