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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 | $22,284 | $50,902-56.2% | $155,534-85.7% | $77,736-71.3% |
| Participation rate | 11.9% | 63.1%-51.1pp | 78.2%-66.3pp | 70.6%-58.6pp |
| Annual return | 12.24% | 34.85%-22.6pp | 64.92%-52.7pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $784 | $2,824-72.3% | $5,630-86.1% | $4,651-83.2% |
| Admin fee / account holder | $10,101 | $437+2211.5% | $15,900-36.5% | $433+2231.1% |