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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 | $26,104 | $52,519-50.3% | $155,789-83.2% | $59,632-56.2% |
| Participation rate | 28.0% | 61.7%-33.7pp | 76.1%-48.1pp | 68.7%-40.7pp |
| Annual return | 0.54% | 53.51%-53.0pp | 71.54%-71.0pp | 2041.32%-2040.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $727 | $3,084-76.4% | $4,798-84.9% | $3,192-77.2% |
| Admin fee / account holder | $5,195 | $3,540+46.7% | $7,477-30.5% | $4,297+20.9% |