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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 | $45,022-59.0% | $85,126-78.3% | $77,714-76.2% |
| Participation rate | 6.9% | 48.7%-41.8pp | 67.5%-60.6pp | 70.6%-63.7pp |
| Annual return | 14.81% | 79.38%-64.6pp | 66.63%-51.8pp | 31.26%-16.4pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $508 | $2,811-81.9% | $4,523-88.8% | $4,649-89.1% |
| Admin fee / account holder | $2,171 | $913+137.8% | $6,160-64.8% | $433+401.1% |