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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 | $45,022-42.5% | $85,240-69.7% | $200,096-87.1% |
| Participation rate | 2.0% | 45.8%-43.8pp | 67.5%-65.5pp | 72.0%-70.0pp |
| Annual return | 14.72% | 21.00%-6.3pp | 66.75%-52.0pp | 34.26%-19.5pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $107 | $2,682-96.0% | $4,527-97.6% | $5,090-97.9% |
| Admin fee / account holder | $399 | $585-31.8% | $6,165-93.5% | $269+48.2% |