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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 | $32,731 | $83,369-60.7% | $105,223-68.9% | $67,986-51.9% |
| Participation rate | 3.1% | 56.3%-53.2pp | 75.0%-72.0pp | 57.2%-54.1pp |
| Annual return | 13.17% | 24.64%-11.5pp | 180.65%-167.5pp | 31.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $58 | $3,295-98.2% | $5,072-98.9% | $3,358-98.3% |
| Admin fee / account holder | $6,587 | $4,073+61.7% | $8,859-25.6% | $3,203+105.6% |