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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 | $8,308 | $37,446-77.8% | $77,552-89.3% | $79,856-89.6% |
| Participation rate | 8.6% | 41.5%-33.0pp | 54.2%-45.6pp | 69.6%-61.1pp |
| Annual return | 21.65% | 39.76%-18.1pp | 54.82%-33.2pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $279 | $1,261-77.8% | $1,861-85.0% | $3,741-92.5% |
| Admin fee / account holder | $1,928 | $2,506-23.1% | $2,859-32.6% | $5,306-63.7% |