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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 | $34,807 | $50,919-31.6% | $155,556-77.6% | $77,762-55.2% |
| Participation rate | 7.3% | 63.1%-55.8pp | 78.2%-70.9pp | 70.6%-63.3pp |
| Annual return | 11.89% | 34.84%-22.9pp | 64.84%-52.9pp | 31.27%-19.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $471 | $2,824-83.3% | $5,631-91.6% | $4,651-89.9% |
| Admin fee / account holder | $6,627 | $437+1417.3% | $15,885-58.3% | $433+1430.8% |