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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 | $29,669 | $53,777-44.8% | $134,155-77.9% | $79,858-62.8% |
| Participation rate | 26.0% | 58.8%-32.8pp | 72.2%-46.2pp | 69.6%-43.6pp |
| Annual return | 12.50% | 19.01%-6.5pp | 36.34%-23.8pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $319 | $2,420-86.8% | $3,500-90.9% | $3,740-91.5% |
| Admin fee / account holder | $5,545 | $3,984+39.2% | $6,685-17.0% | $5,306+4.5% |