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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 | $28,091 | $65,367-57.0% | $92,915-69.8% | $72,976-61.5% |
| Participation rate | 15.7% | 68.3%-52.6pp | 76.0%-60.3pp | 69.5%-53.8pp |
| Annual return | 16.93% | 42.11%-25.2pp | 109.45%-92.5pp | 81.02%-64.1pp |
| Employer contribution / active EE | $592 | $2,594-77.2% | $3,653-83.8% | $2,440-75.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $31,246 | $4,251+635.0% | $5,796+439.1% | $5,124+509.8% |