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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 | $21,175 | $57,590-63.2% | $86,233-75.4% | $82,448-74.3% |
| Participation rate | 40.9% | 57.9%-17.0pp | 69.0%-28.1pp | 68.1%-27.2pp |
| Annual return | 16.81% | 22.41%-5.6pp | 61.39%-44.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $574 | $3,080-81.4% | $4,559-87.4% | $4,139-86.1% |
| Admin fee / account holder | $3,007 | $4,730-36.4% | $8,342-64.0% | $7,234-58.4% |