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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 | $25,870 | $44,898-42.4% | $85,126-69.6% | $199,921-87.1% |
| Participation rate | 2.0% | 45.7%-43.7pp | 67.5%-65.5pp | 72.0%-70.0pp |
| Annual return | 14.72% | 20.98%-6.3pp | 66.63%-51.9pp | 34.28%-19.6pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,731-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $107 | $2,670-96.0% | $4,523-97.6% | $5,089-97.9% |
| Admin fee / account holder | $399 | $585-31.8% | $6,160-93.5% | $269+48.3% |