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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 | $39,644 | $76,407-48.1% | $150,298-73.6% | $82,448-51.9% |
| Participation rate | 17.9% | 66.4%-48.4pp | 77.8%-59.8pp | 68.1%-50.1pp |
| Annual return | 14.47% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $338 | $3,214-89.5% | $5,453-93.8% | $4,139-91.8% |
| Admin fee / account holder | $16,639 | $6,352+162.0% | $14,116+17.9% | $7,234+130.0% |