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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 | $19,113 | $41,377-53.8% | $109,313-82.5% | $62,881-69.6% |
| Participation rate | 9.8% | 57.5%-47.8pp | 71.3%-61.5pp | 69.3%-59.5pp |
| Annual return | 7.25% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $234 | $2,045-88.6% | $3,166-92.6% | $3,203-92.7% |
| Admin fee / account holder | $13,088 | $2,884+353.8% | $5,666+131.0% | $4,296+204.7% |