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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 | $34,626 | $42,909-19.3% | $152,093-77.2% | $71,012-51.2% |
| Participation rate | 15.6% | 54.7%-39.0pp | 77.8%-62.1pp | 58.6%-42.9pp |
| Annual return | 15.56% | 30.57%-15.0pp | 66.36%-50.8pp | 37.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $396 | $1,904-79.2% | $5,451-92.7% | $3,246-87.8% |
| Admin fee / account holder | $5,839 | $1,014+475.8% | $14,497-59.7% | $1,167+400.3% |