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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 | $26,178 | $63,082-58.5% | $81,716-68.0% | $79,852-67.2% |
| Participation rate | 14.3% | 67.5%-53.2pp | 72.0%-57.7pp | 69.6%-55.4pp |
| Annual return | 11.60% | 22.66%-11.1pp | 29.49%-17.9pp | 31.72%-20.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $295 | $2,780-89.4% | $7,108-95.9% | $3,740-92.1% |
| Admin fee / account holder | $13,460 | $4,428+204.0% | $5,159+160.9% | $5,306+153.7% |