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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 | $7,018 | $75,541-90.7% | $152,093-95.4% | $82,637-91.5% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 17.53% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-36.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $685 | $3,206-78.6% | $5,451-87.4% | $4,126-83.4% |
| Admin fee / account holder | $456 | $6,405-92.9% | $14,497-96.9% | $7,339-93.8% |