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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 | $41,375 | $87,546-52.7% | $75,784-45.4% | $125,389-67.0% |
| Participation rate | 28.6% | 80.2%-51.6pp | 75.8%-47.2pp | 83.2%-54.6pp |
| Annual return | 1.05% | 13.49%-12.4pp | 9.68%-8.6pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $776 | $4,230-81.6% | $3,652-78.7% | $5,352-85.5% |
| Admin fee / account holder | $221,643 | $6,503+3308.5% | $5,300+4082.1% | $9,541+2223.1% |