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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 | $27,784 | $54,541-49.1% | $78,778-64.7% | $70,124-60.4% |
| Participation rate | 17.5% | 60.8%-43.3pp | 69.2%-51.7pp | 69.5%-52.0pp |
| Annual return | 13.27% | 21.07%-7.8pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $853 | $2,210-61.4% | $2,958-71.2% | $3,332-74.4% |
| Admin fee / account holder | $418 | $3,709-88.7% | $5,134-91.9% | $4,645-91.0% |