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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 | $17,988 | $73,863-75.6% | $143,797-87.5% | $68,490-73.7% |
| Participation rate | 7.2% | 66.7%-59.4pp | 80.3%-73.1pp | 67.9%-60.7pp |
| Annual return | 21.05% | 0.91%+20.1pp | -0.04%+21.1pp | -7.85%+28.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $440 | $3,385-87.0% | $5,638-92.2% | $4,028-89.1% |
| Admin fee / account holder | $8,683 | $5,756+50.9% | $14,679-40.8% | $5,403+60.7% |