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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 | $27,305 | $72,272-62.2% | $101,264-73.0% | $79,858-65.8% |
| Participation rate | 12.5% | 68.5%-56.0pp | 75.8%-63.3pp | 69.6%-57.1pp |
| Annual return | 12.37% | 22.30%-9.9pp | 46.48%-34.1pp | 31.72%-19.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $626 | $3,282-80.9% | $4,370-85.7% | $3,740-83.3% |
| Admin fee / account holder | $26,550 | $4,401+503.3% | $5,947+346.5% | $5,306+400.4% |