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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 | $13,618 | $57,061-76.1% | $85,063-84.0% | $80,911-83.2% |
| Participation rate | 14.9% | 56.3%-41.5pp | 67.5%-52.6pp | 67.6%-52.8pp |
| Annual return | 13.06% | 21.66%-8.6pp | 66.54%-53.5pp | 35.63%-22.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $526 | $3,110-83.1% | $4,523-88.4% | $4,297-87.8% |
| Admin fee / account holder | $4,206 | $4,986-15.6% | $6,155-31.7% | $6,935-39.3% |