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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 | $26,251 | $41,377-36.6% | $109,313-76.0% | $62,881-58.3% |
| Participation rate | 21.4% | 57.5%-36.1pp | 71.3%-49.8pp | 69.3%-47.9pp |
| Annual return | 7.65% | 11.05%-3.4pp | 22.07%-14.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $112 | $2,045-94.5% | $3,166-96.5% | $3,203-96.5% |
| Admin fee / account holder | $1,457 | $2,884-49.5% | $5,666-74.3% | $4,296-66.1% |