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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 | $16,096 | $84,236-80.9% | $170,435-90.6% | $70,126-77.0% |
| Participation rate | 33.3% | 70.8%-37.5pp | 83.6%-50.3pp | 69.5%-36.2pp |
| Annual return | 16.43% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $621 | $3,387-81.7% | $5,432-88.6% | $2,343-73.5% |
| Participant deferral / active EE | $755 | $3,086-75.5% | $4,939-84.7% | $3,332-77.3% |
| Admin fee / account holder | $470 | $5,698-91.8% | $13,881-96.6% | $4,645-89.9% |