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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 | $26,725 | $68,868-61.2% | $183,328-85.4% | $67,986-60.7% |
| Participation rate | 10.4% | 57.0%-46.6pp | 77.3%-66.9pp | 57.2%-46.8pp |
| Annual return | 16.08% | 28.80%-12.7pp | 29.67%-13.6pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $5,055-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $583 | $4,364-86.6% | $6,795-91.4% | $3,358-82.6% |
| Admin fee / account holder | $6,298 | $3,805+65.5% | $21,427-70.6% | $3,203+96.6% |