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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 | $21,627 | $45,109-52.1% | $85,240-74.6% | $77,762-72.2% |
| Participation rate | 11.5% | 48.7%-37.1pp | 67.5%-56.0pp | 70.6%-59.1pp |
| Annual return | 14.72% | 79.55%-64.8pp | 66.75%-52.0pp | 31.27%-16.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $384 | $2,814-86.4% | $4,527-91.5% | $4,651-91.8% |
| Admin fee / account holder | $716 | $915-21.8% | $6,165-88.4% | $433+65.4% |