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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 | $25,486 | $65,712-61.2% | $57,196-55.4% | $273,972-90.7% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | 5.21% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $534 | $3,782-85.9% | $3,096-82.8% | $5,287-89.9% |
| Admin fee / account holder | $2,488 | $4,838-48.6% | $3,141-20.8% | $10,133-75.4% |