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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 | $32,883 | $41,016-19.8% | $152,093-78.4% | $64,097-48.7% |
| Participation rate | 7.1% | 51.3%-44.2pp | 77.8%-70.6pp | 55.2%-48.0pp |
| Annual return | 13.39% | 39.60%-26.2pp | 66.36%-53.0pp | 34.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $427 | $1,927-77.9% | $5,451-92.2% | $3,080-86.1% |
| Admin fee / account holder | $427 | $2,305-81.5% | $14,497-97.1% | $3,454-87.7% |