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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 | $21,745 | $50,902-57.3% | $155,534-86.0% | $77,736-72.0% |
| Participation rate | 13.3% | 63.1%-49.8pp | 78.2%-64.9pp | 70.6%-57.3pp |
| Annual return | 12.93% | 34.85%-21.9pp | 64.92%-52.0pp | 31.26%-18.3pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $764 | $2,824-73.0% | $5,630-86.4% | $4,651-83.6% |
| Admin fee / account holder | $3,070 | $437+602.5% | $15,900-80.7% | $433+608.4% |