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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 | $18,077 | $50,637-64.3% | $86,582-79.1% | $62,293-71.0% |
| Participation rate | 12.4% | 67.9%-55.5pp | 73.5%-61.2pp | 69.5%-57.1pp |
| Annual return | 15.83% | 20.80%-5.0pp | 965.08%-949.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $255 | $2,611-90.2% | $3,609-92.9% | $3,169-92.0% |
| Admin fee / account holder | $586 | $413+41.8% | $4,904-88.1% | $479+22.2% |