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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 | $32,318 | $50,860-36.5% | $155,574-79.2% | $77,714-58.4% |
| Participation rate | 11.4% | 63.1%-51.7pp | 78.2%-66.8pp | 70.6%-59.2pp |
| Annual return | 12.58% | 34.86%-22.3pp | 64.87%-52.3pp | 31.26%-18.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $320 | $2,825-88.7% | $5,629-94.3% | $4,649-93.1% |
| Admin fee / account holder | $987 | $436+126.2% | $15,914-93.8% | $433+127.8% |