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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 | $50,812-57.2% | $155,602-86.0% | $77,692-72.0% |
| Participation rate | 13.3% | 63.1%-49.8pp | 78.2%-64.9pp | 70.6%-57.3pp |
| Annual return | 12.93% | 34.85%-21.9pp | 64.81%-51.9pp | 31.25%-18.3pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $764 | $2,822-72.9% | $5,629-86.4% | $4,648-83.6% |
| Admin fee / account holder | $3,070 | $436+603.9% | $15,923-80.7% | $431+613.0% |