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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 | $29,289 | $69,977-58.1% | $108,582-73.0% | $62,881-53.4% |
| Participation rate | 9.6% | 72.9%-63.3pp | 79.6%-70.0pp | 69.3%-59.7pp |
| Annual return | 7.80% | 10.73%-2.9pp | -51.70%+59.5pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $285 | $3,165-91.0% | $4,311-93.4% | $3,203-91.1% |
| Admin fee / account holder | $21,061 | $5,076+314.9% | $7,645+175.5% | $4,296+390.3% |