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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 | $57,140-85.0% | $85,240-89.9% | $80,959-89.4% |
| Participation rate | 2.6% | 56.4%-53.8pp | 67.5%-65.0pp | 67.7%-65.1pp |
| Annual return | 12.96% | 21.71%-8.7pp | 66.75%-53.8pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $106 | $3,115-96.6% | $4,527-97.7% | $4,300-97.5% |
| Admin fee / account holder | $868 | $4,992-82.6% | $6,165-85.9% | $6,925-87.5% |