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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 | $25,276 | $68,573-63.1% | $120,368-79.0% | $80,874-68.7% |
| Participation rate | 29.3% | 61.6%-32.3pp | 71.9%-42.6pp | 67.6%-38.3pp |
| Annual return | 12.68% | 23.61%-10.9pp | 107.26%-94.6pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $497 | $3,174-84.3% | $4,991-90.0% | $4,297-88.4% |
| Admin fee / account holder | $3,330 | $5,734-41.9% | $9,429-64.7% | $6,935-52.0% |