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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 | $18,471 | $45,109-59.1% | $85,187-78.3% | $77,736-76.2% |
| Participation rate | 6.9% | 48.7%-41.7pp | 67.5%-60.6pp | 70.6%-63.7pp |
| Annual return | 14.81% | 79.55%-64.7pp | 66.67%-51.9pp | 31.26%-16.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $508 | $2,814-82.0% | $4,525-88.8% | $4,651-89.1% |
| Admin fee / account holder | $2,171 | $915+137.3% | $6,162-64.8% | $433+401.0% |