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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 | $24,123 | $51,606-53.3% | $129,339-81.3% | $80,911-70.2% |
| Participation rate | 9.0% | 57.0%-48.0pp | 69.6%-60.7pp | 67.6%-58.7pp |
| Annual return | 11.56% | 20.76%-9.2pp | 9437.05%-9425.5pp | 35.63%-24.1pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $353 | $2,669-86.8% | $4,170-91.5% | $4,297-91.8% |
| Admin fee / account holder | $6,921 | $4,310+60.6% | $7,668-9.7% | $6,935-0.2% |