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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 | $32,287 | $65,961-51.1% | $180,320-82.1% | $94,015-65.7% |
| Participation rate | 9.8% | 61.3%-51.5pp | 71.5%-61.7pp | 70.8%-61.0pp |
| Annual return | 15.14% | 14.27%+0.9pp | 778.54%-763.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,108 | $3,003-63.1% | $4,304-74.3% | $4,249-73.9% |
| Admin fee / account holder | $16,322 | $4,901+233.0% | $10,000+63.2% | $8,951+82.3% |