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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 | $27,612 | $36,948-25.3% | $73,658-62.5% | $87,485-68.4% |
| Participation rate | 7.1% | 46.8%-39.7pp | 57.0%-49.9pp | 68.9%-61.8pp |
| Annual return | 14.79% | 28.64%-13.8pp | 29.72%-14.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $189 | $670-71.7% | $1,032-81.7% | $2,596-92.7% |
| Participant deferral / active EE | $189 | $1,379-86.3% | $2,062-90.8% | $4,274-95.6% |
| Admin fee / account holder | $4,607 | $2,531+82.1% | $3,357+37.3% | $7,775-40.7% |