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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 | $9,674 | $81,262-88.1% | $155,602-93.8% | $80,911-88.0% |
| Participation rate | 38.2% | 66.2%-28.0pp | 78.2%-40.0pp | 67.6%-29.4pp |
| Annual return | 10.83% | 33.34%-22.5pp | 64.81%-54.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $887 | $3,451-74.3% | $5,629-84.2% | $4,297-79.4% |
| Admin fee / account holder | $32,594 | $7,992+307.8% | $15,923+104.7% | $6,935+370.0% |