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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 | $25,048 | $88,707-71.8% | $74,184-66.2% | $273,972-90.9% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 5.59% | 11.94%-6.4pp | 17.74%-12.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,054 | $4,212-75.0% | $3,550-70.3% | $5,287-80.1% |
| Admin fee / account holder | $840 | $8,717-90.4% | $5,586-85.0% | $10,133-91.7% |