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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 | $27,285 | $55,453-50.8% | $170,435-84.0% | $62,293-56.2% |
| Participation rate | 19.6% | 66.4%-46.8pp | 83.6%-64.0pp | 69.5%-49.9pp |
| Annual return | 16.94% | 21.38%-4.4pp | 205.94%-189.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $323 | $2,303-86.0% | $4,939-93.5% | $3,169-89.8% |
| Admin fee / account holder | $1,064 | $455+133.8% | $13,881-92.3% | $479+121.9% |