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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 | $28,376 | $65,034-56.4% | $90,970-68.8% | $79,856-64.5% |
| Participation rate | 21.9% | 61.6%-39.7pp | 69.0%-47.1pp | 69.6%-47.8pp |
| Annual return | 27.71% | 30.45%-2.7pp | 134.60%-106.9pp | 31.71%-4.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $620 | $2,512-75.3% | $3,373-81.6% | $3,741-83.4% |
| Admin fee / account holder | $810 | $4,536-82.1% | $5,961-86.4% | $5,306-84.7% |