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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 | $57,061-66.6% | $85,063-77.6% | $80,911-76.5% |
| Participation rate | 18.1% | 56.3%-38.3pp | 67.5%-49.4pp | 67.6%-49.6pp |
| Annual return | 12.13% | 21.66%-9.5pp | 66.54%-54.4pp | 35.63%-23.5pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $406 | $3,110-86.9% | $4,523-91.0% | $4,297-90.5% |
| Admin fee / account holder | $1,928 | $4,986-61.3% | $6,155-68.7% | $6,935-72.2% |