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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 | $26,767 | $61,356-56.4% | $149,696-82.1% | $71,511-62.6% |
| Participation rate | 11.3% | 62.5%-51.2pp | 78.8%-67.4pp | 67.9%-56.6pp |
| Annual return | 14.14% | 35.86%-21.7pp | 134.46%-120.3pp | 28.86%-14.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $377 | $2,920-87.1% | $5,682-93.4% | $4,291-91.2% |
| Admin fee / account holder | $14,492 | $1,263+1047.2% | $13,212+9.7% | $1,588+812.3% |