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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 | $27,983 | $48,050-41.8% | $96,754-71.1% | $64,340-56.5% |
| Participation rate | 11.3% | 40.6%-29.3pp | 70.3%-59.0pp | 55.2%-43.9pp |
| Annual return | 16.53% | 23.41%-6.9pp | 82.04%-65.5pp | 24.14%-7.6pp |
| Employer contribution / active EE | $0 | $1,204-100.0% | $2,679-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $410 | $2,191-81.3% | $4,758-91.4% | $2,980-86.2% |
| Admin fee / account holder | $709 | $3,741-81.1% | $8,905-92.0% | $3,703-80.9% |