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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 | $23,308 | $71,215-67.3% | $93,696-75.1% | $80,935-71.2% |
| Participation rate | 18.0% | 60.4%-42.4pp | 68.7%-50.7pp | 67.7%-49.7pp |
| Annual return | 12.44% | 11.27%+1.2pp | 133.74%-121.3pp | 35.66%-23.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,141 | $4,037-71.7% | $4,417-74.2% | $4,299-73.5% |
| Admin fee / account holder | $41,083 | $6,958+490.4% | $8,287+395.8% | $6,924+493.3% |