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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 | $29,671 | $48,314-38.6% | $67,561-56.1% | $80,925-63.3% |
| Participation rate | 8.5% | 66.4%-57.9pp | 72.9%-64.4pp | 67.7%-59.1pp |
| Annual return | 14.82% | 18.28%-3.5pp | 3525.44%-3510.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $115 | $2,927-96.1% | $4,003-97.1% | $4,299-97.3% |
| Admin fee / account holder | $21,140 | $3,690+473.0% | $4,006+427.8% | $6,940+204.6% |