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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 | $21,653 | $27,800-22.1% | $58,507-63.0% | $71,529-69.7% |
| Participation rate | 11.0% | 34.6%-23.6pp | 50.9%-39.8pp | 67.9%-56.9pp |
| Annual return | 17.28% | 26.80%-9.5pp | 4252.32%-4235.0pp | 28.97%-11.7pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $197 | $1,208-83.7% | $1,922-89.8% | $4,291-95.4% |
| Admin fee / account holder | $6,339 | $1,637+287.2% | $2,486+155.0% | $1,588+299.1% |