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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 | $45,312-38.2% | $86,233-67.5% | $67,986-58.8% |
| Participation rate | 11.3% | 42.4%-31.1pp | 69.0%-57.7pp | 57.2%-45.9pp |
| Annual return | 16.53% | 24.79%-8.3pp | 61.39%-44.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $410 | $2,185-81.2% | $4,559-91.0% | $3,358-87.8% |
| Admin fee / account holder | $709 | $3,295-78.5% | $8,342-91.5% | $3,203-77.9% |