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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 | $18,593 | $42,378-56.1% | $78,004-76.2% | $71,012-73.8% |
| Participation rate | 3.5% | 46.9%-43.4pp | 69.4%-66.0pp | 58.6%-55.1pp |
| Annual return | 31.26% | 19.23%+12.0pp | 31.07%+0.2pp | 37.67%-6.4pp |
| Employer contribution / active EE | $0 | $1,375-100.0% | $2,469-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $195 | $2,097-90.7% | $4,092-95.2% | $3,246-94.0% |
| Admin fee / account holder | $4,974 | $2,377+109.3% | $7,578-34.4% | $1,167+326.1% |