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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 | $41,016-57.6% | $152,093-88.6% | $64,097-72.9% |
| Participation rate | 3.1% | 51.3%-48.3pp | 77.8%-74.7pp | 55.2%-52.1pp |
| Annual return | 14.10% | 39.60%-25.5pp | 66.36%-52.3pp | 34.64%-20.5pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $220 | $1,927-88.6% | $5,451-96.0% | $3,080-92.9% |
| Admin fee / account holder | $6,325 | $2,305+174.4% | $14,497-56.4% | $3,454+83.1% |