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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 | $33,560 | $80,674-58.4% | $119,126-71.8% | $64,340-47.8% |
| Participation rate | 7.1% | 55.2%-48.1pp | 75.8%-68.7pp | 55.2%-48.2pp |
| Annual return | 12.08% | 26.86%-14.8pp | 282.11%-270.0pp | 24.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,564-100.0% | $4,034-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $278 | $3,053-90.9% | $5,318-94.8% | $2,980-90.7% |
| Admin fee / account holder | $15,718 | $4,559+244.8% | $10,693+47.0% | $3,703+324.5% |