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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 | $26,891 | $55,902-51.9% | $76,030-64.6% | $80,959-66.8% |
| Participation rate | 25.8% | 62.1%-36.3pp | 69.1%-43.3pp | 67.7%-41.9pp |
| Annual return | 11.60% | 20.59%-9.0pp | 361.54%-349.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $949 | $3,051-68.9% | $4,257-77.7% | $4,300-77.9% |
| Admin fee / account holder | $3,516 | $5,239-32.9% | $6,421-45.2% | $6,925-49.2% |