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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 | $24,743 | $50,898-51.4% | $171,082-85.5% | $55,167-55.1% |
| Participation rate | 17.9% | 63.3%-45.4pp | 76.7%-58.8pp | 69.0%-51.1pp |
| Annual return | 7.85% | 15.34%-7.5pp | 32.56%-24.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $822 | $2,994-72.5% | $4,797-82.9% | $3,054-73.1% |
| Admin fee / account holder | $7,098 | $500+1321.0% | $8,520-16.7% | $504+1308.7% |