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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 | $26,699 | $63,355-57.9% | $91,994-71.0% | $72,983-63.4% |
| Participation rate | 3.3% | 72.5%-69.2pp | 78.6%-75.3pp | 69.5%-66.2pp |
| Annual return | 24.14% | 35.35%-11.2pp | 69.03%-44.9pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $95 | $4,883-98.1% | $5,923-98.4% | $3,608-97.4% |
| Admin fee / account holder | $355 | $4,668-92.4% | $7,743-95.4% | $5,124-93.1% |