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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 | $27,167 | $55,453-51.0% | $170,435-84.1% | $62,293-56.4% |
| Participation rate | 34.7% | 66.4%-31.7pp | 83.6%-48.9pp | 69.5%-34.9pp |
| Annual return | 14.88% | 21.38%-6.5pp | 205.94%-191.1pp | 28.90%-14.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $352 | $2,303-84.7% | $4,939-92.9% | $3,169-88.9% |
| Admin fee / account holder | $984 | $455+116.3% | $13,881-92.9% | $479+105.3% |