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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 | $25,330 | $48,314-47.6% | $67,561-62.5% | $80,925-68.7% |
| Participation rate | 31.6% | 66.4%-34.8pp | 72.9%-41.3pp | 67.7%-36.1pp |
| Annual return | 11.44% | 18.28%-6.8pp | 3525.44%-3514.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $402 | $2,927-86.3% | $4,003-90.0% | $4,299-90.6% |
| Admin fee / account holder | $2,123 | $3,690-42.5% | $4,006-47.0% | $6,940-69.4% |