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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 | $13,242 | $48,078-72.5% | $78,676-83.2% | $62,881-78.9% |
| Participation rate | 23.7% | 65.2%-41.5pp | 73.6%-49.9pp | 69.3%-45.6pp |
| Annual return | 5.05% | 31.36%-26.3pp | 62.19%-57.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $698 | $2,587-73.0% | $3,517-80.2% | $3,203-78.2% |
| Admin fee / account holder | $4,487 | $3,206+40.0% | $4,510-0.5% | $4,296+4.5% |