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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 | $19,694 | $27,800-29.2% | $58,507-66.3% | $71,529-72.5% |
| Participation rate | 9.5% | 34.6%-25.1pp | 50.9%-41.4pp | 67.9%-58.5pp |
| Annual return | 14.85% | 26.80%-12.0pp | 4252.32%-4237.5pp | 28.97%-14.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $180 | $1,208-85.1% | $1,922-90.7% | $4,291-95.8% |
| Admin fee / account holder | $3,942 | $1,637+140.8% | $2,486+58.6% | $1,588+148.2% |