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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 | $25,013 | $53,204-53.0% | $155,556-83.9% | $200,096-87.5% |
| Participation rate | 3.1% | 64.1%-61.0pp | 78.2%-75.1pp | 72.0%-68.9pp |
| Annual return | 17.08% | 41.02%-23.9pp | 64.84%-47.8pp | 34.26%-17.2pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $266 | $3,163-91.6% | $5,631-95.3% | $5,090-94.8% |
| Admin fee / account holder | $5,127 | $186+2660.0% | $15,885-67.7% | $269+1803.9% |