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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 | $25,247 | $36,904-31.6% | $158,223-84.0% | $65,191-61.3% |
| Participation rate | 5.1% | 62.1%-57.0pp | 79.2%-74.1pp | 63.0%-57.9pp |
| Annual return | 12.29% | 24.43%-12.1pp | 52.09%-39.8pp | 51.24%-38.9pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $140 | $1,936-92.7% | $5,467-97.4% | $2,671-94.7% |
| Admin fee / account holder | $4,242 | $793+435.0% | $16,047-73.6% | $907+367.8% |