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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 | $15,936 | $45,087-64.7% | $69,483-77.1% | $72,976-78.2% |
| Participation rate | 6.7% | 68.5%-61.7pp | 74.6%-67.9pp | 69.5%-62.7pp |
| Annual return | 6.46% | 22.67%-16.2pp | 28.99%-22.5pp | 81.02%-74.6pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $464 | $2,603-82.2% | $3,537-86.9% | $3,608-87.1% |
| Admin fee / account holder | $1,048 | $3,057-65.7% | $3,841-72.7% | $5,124-79.5% |