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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 | $22,612 | $62,672-63.9% | $185,117-87.8% | $70,126-67.8% |
| Participation rate | 25.0% | 63.8%-38.8pp | 77.3%-52.3pp | 69.5%-44.5pp |
| Annual return | 13.71% | 40.79%-27.1pp | 40.50%-26.8pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $833 | $3,272-74.5% | $5,045-83.5% | $3,332-75.0% |
| Admin fee / account holder | $11,914 | $3,932+203.0% | $8,159+46.0% | $4,645+156.5% |