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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 | $37,061 | $38,967-4.9% | $86,233-57.0% | $79,634-53.5% |
| Participation rate | 1.7% | 34.1%-32.4pp | 69.0%-67.3pp | 62.5%-60.8pp |
| Annual return | 15.17% | 49.90%-34.7pp | 61.39%-46.2pp | 36.46%-21.3pp |
| Employer contribution / active EE | $57 | $868-93.4% | $2,504-97.7% | $2,529-97.7% |
| Participant deferral / active EE | $71 | $1,663-95.7% | $4,559-98.4% | $3,835-98.1% |
| Admin fee / account holder | $9,174 | $2,660+244.9% | $8,342+10.0% | $1,002+815.6% |