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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 | $26,574 | $57,590-53.9% | $86,233-69.2% | $82,448-67.8% |
| Participation rate | 10.6% | 57.9%-47.2pp | 69.0%-58.4pp | 68.1%-57.4pp |
| Annual return | 17.73% | 22.41%-4.7pp | 61.39%-43.7pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $263 | $3,080-91.5% | $4,559-94.2% | $4,139-93.6% |
| Admin fee / account holder | $986 | $4,730-79.2% | $8,342-88.2% | $7,234-86.4% |