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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 | $12,565 | $37,446-66.4% | $77,552-83.8% | $79,856-84.3% |
| Participation rate | 2.6% | 41.5%-39.0pp | 54.2%-51.6pp | 69.6%-67.1pp |
| Annual return | 17.21% | 39.76%-22.6pp | 54.82%-37.6pp | 31.71%-14.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $215 | $1,261-82.9% | $1,861-88.4% | $3,741-94.2% |
| Admin fee / account holder | $322 | $2,506-87.2% | $2,859-88.7% | $5,306-93.9% |