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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 | $8,574 | $57,057-85.0% | $85,009-89.9% | $80,874-89.4% |
| Participation rate | 2.6% | 56.4%-53.8pp | 67.5%-64.9pp | 67.6%-65.1pp |
| Annual return | 12.96% | 21.66%-8.7pp | 66.47%-53.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $106 | $3,112-96.6% | $4,522-97.7% | $4,297-97.5% |
| Admin fee / account holder | $868 | $4,986-82.6% | $6,153-85.9% | $6,935-87.5% |