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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 | $50,812-56.1% | $155,602-85.7% | $77,692-71.3% |
| Participation rate | 11.9% | 63.1%-51.2pp | 78.2%-66.3pp | 70.6%-58.6pp |
| Annual return | 12.24% | 34.85%-22.6pp | 64.81%-52.6pp | 31.25%-19.0pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $784 | $2,822-72.2% | $5,629-86.1% | $4,648-83.1% |
| Admin fee / account holder | $10,101 | $436+2216.1% | $15,923-36.6% | $431+2246.3% |