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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 | $20,189 | $42,772-52.8% | $87,502-76.9% | $55,167-63.4% |
| Participation rate | 11.9% | 66.5%-54.6pp | 73.8%-61.9pp | 69.0%-57.1pp |
| Annual return | 6.53% | 21.20%-14.7pp | 12.21%-5.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $0 | $1,277-100.0% | $2,550-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $558 | $2,342-76.2% | $3,149-82.3% | $3,054-81.7% |
| Admin fee / account holder | $9,564 | $461+1973.7% | $4,221+126.6% | $504+1797.9% |