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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 | $23,248 | $46,464-50.0% | $150,298-84.5% | $79,634-70.8% |
| Participation rate | 3.7% | 57.0%-53.3pp | 77.8%-74.1pp | 62.5%-58.8pp |
| Annual return | 38.38% | 27.89%+10.5pp | 62.79%-24.4pp | 36.46%+1.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $338 | $2,157-84.3% | $5,453-93.8% | $3,835-91.2% |
| Admin fee / account holder | $3,014 | $891+238.4% | $14,116-78.6% | $1,002+200.9% |