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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 | $12,985 | $37,422-65.3% | $92,985-86.0% | $64,728-79.9% |
| Participation rate | 7.6% | 40.1%-32.5pp | 69.5%-61.9pp | 57.9%-50.3pp |
| Annual return | 12.04% | 20.66%-8.6pp | 27.99%-16.0pp | 49.38%-37.3pp |
| Employer contribution / active EE | $0 | $1,156-100.0% | $2,662-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $199 | $1,740-88.6% | $4,377-95.5% | $2,729-92.7% |
| Admin fee / account holder | $5,680 | $2,190+159.3% | $9,463-40.0% | $1,145+396.0% |