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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 | $22,709 | $73,981-69.3% | $105,754-78.5% | $62,881-63.9% |
| Participation rate | 13.5% | 71.7%-58.2pp | 78.9%-65.4pp | 69.3%-55.8pp |
| Annual return | 5.33% | 17.60%-12.3pp | 12.25%-6.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $364 | $4,038-91.0% | $5,326-93.2% | $3,203-88.6% |
| Admin fee / account holder | $1,466 | $5,976-75.5% | $8,309-82.4% | $4,296-65.9% |