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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 | $26,997 | $58,828-54.1% | $78,002-65.4% | $62,881-57.1% |
| Participation rate | 20.9% | 71.1%-50.2pp | 75.5%-54.6pp | 69.3%-48.4pp |
| Annual return | 10.36% | 17.16%-6.8pp | 425.99%-415.6pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $324 | $2,686-87.9% | $3,497-90.7% | $3,203-89.9% |
| Admin fee / account holder | $2,338 | $4,393-46.8% | $5,481-57.3% | $4,296-45.6% |