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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 | $26,224 | $72,114-63.6% | $108,745-75.9% | $62,881-58.3% |
| Participation rate | 30.0% | 74.6%-44.6pp | 77.7%-47.7pp | 69.3%-39.3pp |
| Annual return | 7.26% | 13.41%-6.2pp | 46.22%-39.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $794 | $4,044-80.4% | $5,121-84.5% | $3,203-75.2% |
| Admin fee / account holder | $827 | $4,608-82.1% | $6,144-86.5% | $4,296-80.8% |