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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 | $28,185 | $37,446-24.7% | $77,513-63.6% | $79,852-64.7% |
| Participation rate | 31.0% | 41.5%-10.6pp | 54.2%-23.2pp | 69.6%-38.7pp |
| Annual return | 16.68% | 39.76%-23.1pp | 54.81%-38.1pp | 31.72%-15.0pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $321 | $1,261-74.6% | $1,861-82.8% | $3,740-91.4% |
| Admin fee / account holder | $11,417 | $2,506+355.6% | $2,859+299.3% | $5,306+115.2% |