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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 | $36,806-29.1% | $69,623-62.5% | $77,736-66.4% |
| Participation rate | 20.4% | 64.4%-44.0pp | 66.4%-46.0pp | 70.6%-50.2pp |
| Annual return | 12.83% | 38.81%-26.0pp | 101.23%-88.4pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,709-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $496 | $2,738-81.9% | $2,890-82.8% | $4,651-89.3% |
| Admin fee / account holder | $779 | $507+53.7% | $4,696-83.4% | $433+79.8% |