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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 | $16,012 | $52,961-69.8% | $172,752-90.7% | $65,185-75.4% |
| Participation rate | 3.9% | 66.2%-62.3pp | 82.6%-78.8pp | 70.2%-66.3pp |
| Annual return | 22.42% | 30.12%-7.7pp | 802.97%-780.5pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $209 | $2,471-91.5% | $5,198-96.0% | $3,514-94.1% |
| Admin fee / account holder | $740 | $472+56.8% | $13,955-94.7% | $847-12.7% |