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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 | $26,328 | $77,908-66.2% | $149,696-82.4% | $75,173-65.0% |
| Participation rate | 2.4% | 65.6%-63.2pp | 78.8%-76.4pp | 67.2%-64.9pp |
| Annual return | 15.02% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $77 | $3,411-97.7% | $5,682-98.6% | $4,126-98.1% |
| Admin fee / account holder | $1,675 | $5,950-71.8% | $13,212-87.3% | $5,651-70.4% |