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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 | $5,662 | $25,014-77.4% | $69,701-91.9% | $80,874-93.0% |
| Participation rate | 10.2% | 64.2%-54.1pp | 66.4%-56.3pp | 67.6%-57.5pp |
| Annual return | 13.26% | 19.07%-5.8pp | 100.32%-87.1pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,713-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $653 | $1,839-64.5% | $2,887-77.4% | $4,297-84.8% |
| Admin fee / account holder | $7,423 | $2,488+198.4% | $4,717+57.4% | $6,935+7.0% |