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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 | $26,585 | $44,897-40.8% | $85,063-68.7% | $199,874-86.7% |
| Participation rate | 2.1% | 45.7%-43.6pp | 67.5%-65.4pp | 72.0%-69.9pp |
| Annual return | 13.29% | 20.96%-7.7pp | 66.54%-53.2pp | 34.28%-21.0pp |
| Employer contribution / active EE | $0 | $1,365-100.0% | $2,727-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $141 | $2,668-94.7% | $4,523-96.9% | $5,090-97.2% |
| Admin fee / account holder | $2,915 | $584+399.0% | $6,155-52.6% | $269+983.4% |