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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 | $28,903 | $41,377-30.1% | $109,313-73.6% | $62,881-54.0% |
| Participation rate | 19.4% | 57.5%-38.1pp | 71.3%-51.9pp | 69.3%-49.9pp |
| Annual return | 9.66% | 11.05%-1.4pp | 22.07%-12.4pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $664 | $2,045-67.5% | $3,166-79.0% | $3,203-79.3% |
| Admin fee / account holder | $1,459 | $2,884-49.4% | $5,666-74.3% | $4,296-66.0% |