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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 | $26,509 | $52,279-49.3% | $89,435-70.4% | $79,856-66.8% |
| Participation rate | 27.3% | 57.5%-30.3pp | 68.0%-40.7pp | 69.6%-42.4pp |
| Annual return | 14.80% | 22.16%-7.4pp | 245.55%-230.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $771 | $2,740-71.9% | $3,890-80.2% | $3,741-79.4% |
| Admin fee / account holder | $26,518 | $3,356+690.1% | $4,884+442.9% | $5,306+399.7% |