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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 | $31,328 | $65,034-51.8% | $90,970-65.6% | $79,856-60.8% |
| Participation rate | 24.4% | 61.6%-37.2pp | 69.0%-44.6pp | 69.6%-45.2pp |
| Annual return | 12.76% | 30.45%-17.7pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $546 | $2,512-78.3% | $3,373-83.8% | $3,741-85.4% |
| Admin fee / account holder | $11,745 | $4,536+158.9% | $5,961+97.0% | $5,306+121.3% |