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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 | $21,562 | $45,109-52.2% | $85,187-74.7% | $77,736-72.3% |
| Participation rate | 7.3% | 48.7%-41.4pp | 67.5%-60.3pp | 70.6%-63.3pp |
| Annual return | 13.68% | 79.55%-65.9pp | 66.67%-53.0pp | 31.26%-17.6pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $379 | $2,814-86.5% | $4,525-91.6% | $4,651-91.9% |
| Admin fee / account holder | $3,079 | $915+236.6% | $6,162-50.0% | $433+610.6% |