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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 | $26,113 | $36,707-28.9% | $69,632-62.5% | $77,762-66.4% |
| Participation rate | 20.4% | 64.1%-43.7pp | 66.4%-46.0pp | 70.6%-50.2pp |
| Annual return | 12.83% | 39.03%-26.2pp | 101.32%-88.5pp | 31.27%-18.4pp |
| Employer contribution / active EE | $0 | $1,236-100.0% | $1,708-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $496 | $2,710-81.7% | $2,889-82.8% | $4,651-89.3% |
| Admin fee / account holder | $779 | $510+52.8% | $4,695-83.4% | $433+79.9% |