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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 | $14,231 | $48,078-70.4% | $78,676-81.9% | $62,881-77.4% |
| Participation rate | 7.5% | 65.2%-57.7pp | 73.6%-66.1pp | 69.3%-61.8pp |
| Annual return | 4.76% | 31.36%-26.6pp | 62.19%-57.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $179 | $2,587-93.1% | $3,517-94.9% | $3,203-94.4% |
| Admin fee / account holder | $7,162 | $3,206+123.4% | $4,510+58.8% | $4,296+66.7% |