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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 | $17,374 | $45,343-61.7% | $150,298-88.4% | $67,986-74.4% |
| Participation rate | 3.1% | 51.9%-48.8pp | 77.8%-74.7pp | 57.2%-54.1pp |
| Annual return | 14.10% | 33.28%-19.2pp | 62.79%-48.7pp | 31.67%-17.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $220 | $2,055-89.3% | $5,453-96.0% | $3,358-93.4% |
| Admin fee / account holder | $6,325 | $2,250+181.1% | $14,116-55.2% | $3,203+97.5% |