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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 | $24,028 | $78,694-69.5% | $67,652-64.5% | $125,389-80.8% |
| Participation rate | 56.3% | 78.8%-22.6pp | 75.7%-19.4pp | 83.2%-26.9pp |
| Annual return | 1.93% | 9.46%-7.5pp | 6625.40%-6623.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $725 | $4,292-83.1% | $3,560-79.6% | $5,352-86.5% |
| Admin fee / account holder | $17,132 | $7,403+131.4% | $4,821+255.4% | $9,541+79.6% |