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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 | $56,199 | $83,045-32.3% | $130,045-56.8% | $71,511-21.4% |
| Participation rate | 20.1% | 74.1%-54.0pp | 78.5%-58.4pp | 67.9%-47.8pp |
| Annual return | 15.60% | 20.61%-5.0pp | -137.30%+152.9pp | 28.86%-13.3pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,085 | $4,436-75.5% | $5,820-81.4% | $4,291-74.7% |
| Admin fee / account holder | $26,074 | $1,727+1409.8% | $10,600+146.0% | $1,588+1541.5% |