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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 | $44,980-51.9% | $85,063-74.6% | $77,692-72.2% |
| Participation rate | 11.5% | 48.6%-37.1pp | 67.5%-56.0pp | 70.6%-59.1pp |
| Annual return | 14.72% | 79.13%-64.4pp | 66.54%-51.8pp | 31.25%-16.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $384 | $2,804-86.3% | $4,523-91.5% | $4,648-91.7% |
| Admin fee / account holder | $716 | $911-21.4% | $6,155-88.4% | $431+66.3% |