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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 | $23,266 | $75,962-69.4% | $154,108-84.9% | $64,173-63.7% |
| Participation rate | 26.0% | 70.4%-44.4pp | 83.0%-57.0pp | 69.6%-43.5pp |
| Annual return | 10.20% | 30.32%-20.1pp | 735.21%-725.0pp | 7.63%+2.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $217 | $3,175-93.2% | $5,081-95.7% | $3,470-93.7% |
| Admin fee / account holder | $1,453 | $5,589-74.0% | $13,411-89.2% | $4,887-70.3% |