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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 | $17,356 | $37,446-53.6% | $77,552-77.6% | $79,856-78.3% |
| Participation rate | 15.2% | 41.5%-26.4pp | 54.2%-39.0pp | 69.6%-54.5pp |
| Annual return | 13.72% | 39.76%-26.0pp | 54.82%-41.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $296 | $1,261-76.5% | $1,861-84.1% | $3,741-92.1% |
| Admin fee / account holder | $3,892 | $2,506+55.3% | $2,859+36.1% | $5,306-26.7% |