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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 | $7,302 | $37,446-80.5% | $77,552-90.6% | $79,856-90.9% |
| Participation rate | 8.6% | 41.5%-33.0pp | 54.2%-45.6pp | 69.6%-61.1pp |
| Annual return | 11.02% | 39.76%-28.7pp | 54.82%-43.8pp | 31.71%-20.7pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $97 | $1,261-92.3% | $1,861-94.8% | $3,741-97.4% |
| Admin fee / account holder | $682 | $2,506-72.8% | $2,859-76.2% | $5,306-87.2% |