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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 | $19,011 | $52,911-64.1% | $73,309-74.1% | $59,633-68.1% |
| Participation rate | 41.2% | 68.2%-27.0pp | 74.9%-33.7pp | 68.7%-27.5pp |
| Annual return | 19.25% | 12.20%+7.0pp | 5.67%+13.6pp | 2041.45%-2022.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,650 | $4,069-59.4% | $4,991-66.9% | $3,192-48.3% |
| Admin fee / account holder | $9,747 | $3,835+154.2% | $5,635+73.0% | $4,297+126.8% |