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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 | $25,511 | $58,493-56.4% | $84,021-69.6% | $72,975-65.0% |
| Participation rate | 10.3% | 61.2%-50.9pp | 69.0%-58.7pp | 69.5%-59.1pp |
| Annual return | 22.29% | 28.93%-6.6pp | 71.32%-49.0pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $101 | $2,394-95.8% | $3,239-96.9% | $3,608-97.2% |
| Admin fee / account holder | $1,893 | $4,569-58.6% | $6,102-69.0% | $5,124-63.1% |