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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 | $40,385 | $59,804-32.5% | $81,982-50.7% | $79,856-49.4% |
| Participation rate | 8.5% | 61.6%-53.1pp | 69.3%-60.7pp | 69.6%-61.1pp |
| Annual return | 13.44% | 17.56%-4.1pp | 41.31%-27.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $128 | $2,695-95.2% | $3,722-96.6% | $3,741-96.6% |
| Admin fee / account holder | $8,330 | $4,288+94.2% | $5,665+47.0% | $5,306+57.0% |