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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 | $17,045 | $43,075-60.4% | $74,577-77.1% | $62,881-72.9% |
| Participation rate | 10.5% | 58.1%-47.5pp | 68.1%-57.6pp | 69.3%-58.8pp |
| Annual return | 6.50% | 17.50%-11.0pp | 20.47%-14.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $303 | $2,389-87.3% | $3,458-91.2% | $3,203-90.5% |
| Admin fee / account holder | $5,657 | $2,840+99.2% | $4,138+36.7% | $4,296+31.7% |