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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 | $19,040 | $57,140-66.7% | $85,240-77.7% | $80,959-76.5% |
| Participation rate | 18.1% | 56.4%-38.3pp | 67.5%-49.5pp | 67.7%-49.6pp |
| Annual return | 12.13% | 21.71%-9.6pp | 66.75%-54.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $406 | $3,115-87.0% | $4,527-91.0% | $4,300-90.6% |
| Admin fee / account holder | $1,928 | $4,992-61.4% | $6,165-68.7% | $6,925-72.2% |