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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 | $35,835 | $37,156-3.6% | $83,854-57.3% | $86,983-58.8% |
| Participation rate | 1.3% | 49.1%-47.8pp | 59.1%-57.8pp | 69.5%-68.3pp |
| Annual return | 19.63% | 29.88%-10.3pp | 31.39%-11.8pp | 25.83%-6.2pp |
| Employer contribution / active EE | $23 | $661-96.6% | $1,017-97.8% | $2,584-99.1% |
| Participant deferral / active EE | $113 | $1,418-92.0% | $2,035-94.4% | $4,194-97.3% |
| Admin fee / account holder | $1,537 | $2,510-38.8% | $3,197-51.9% | $7,856-80.4% |