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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 | $11,194 | $36,844-69.6% | $83,854-86.7% | $65,306-82.9% |
| Participation rate | 2.7% | 29.2%-26.5pp | 59.1%-56.4pp | 57.7%-55.0pp |
| Annual return | 15.78% | 22.28%-6.5pp | 31.39%-15.6pp | 21.94%-6.2pp |
| Employer contribution / active EE | $0 | $415-100.0% | $1,017-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $121 | $1,040-88.4% | $2,035-94.1% | $2,959-95.9% |
| Admin fee / account holder | $16,658 | $2,546+554.3% | $3,197+421.1% | $3,480+378.7% |