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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 | $16,197 | $58,600-72.4% | $83,327-80.6% | $64,173-74.8% |
| Participation rate | 29.0% | 72.0%-43.0pp | 77.8%-48.7pp | 69.6%-40.5pp |
| Annual return | -7.22% | 9.66%-16.9pp | 10.64%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $881 | $4,656-81.1% | $5,565-84.2% | $3,470-74.6% |
| Admin fee / account holder | $1,737 | $9,282-81.3% | $7,540-77.0% | $4,887-64.5% |