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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 | $27,153 | $73,532-63.1% | $178,540-84.8% | $74,459-63.5% |
| Participation rate | 7.9% | 66.6%-58.7pp | 77.1%-69.2pp | 67.2%-59.3pp |
| Annual return | 11.70% | 17.51%-5.8pp | 27.15%-15.4pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $215 | $4,519-95.3% | $6,281-96.6% | $4,350-95.1% |
| Admin fee / account holder | $27,990 | $1,813+1444.3% | $10,424+168.5% | $1,945+1339.3% |