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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 | $31,105-64.0% | $53,647-79.1% | $64,097-82.5% |
| Participation rate | 2.7% | 30.7%-28.0pp | 56.3%-53.6pp | 55.2%-52.5pp |
| Annual return | 15.78% | 22.54%-6.8pp | 358.33%-342.6pp | 34.64%-18.9pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $121 | $896-86.5% | $1,813-93.3% | $3,080-96.1% |
| Admin fee / account holder | $16,658 | $2,195+658.9% | $2,460+577.2% | $3,454+382.2% |