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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 | $20,808 | $43,496-52.2% | $161,489-87.1% | $64,340-67.7% |
| Participation rate | 7.0% | 53.5%-46.6pp | 78.7%-71.7pp | 55.2%-48.3pp |
| Annual return | 15.98% | 20.76%-4.8pp | 89.72%-73.7pp | 24.14%-8.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $369 | $1,996-81.5% | $5,630-93.4% | $2,980-87.6% |
| Admin fee / account holder | $12,294 | $2,330+427.6% | $16,006-23.2% | $3,703+232.1% |