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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 | $25,846 | $45,050-42.6% | $63,018-59.0% | $70,126-63.1% |
| Participation rate | 18.4% | 69.5%-51.1pp | 74.8%-56.4pp | 69.5%-51.1pp |
| Annual return | 15.51% | 18.76%-3.2pp | 87.62%-72.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $242 | $2,466-90.2% | $3,330-92.7% | $3,332-92.7% |
| Admin fee / account holder | $805 | $2,834-71.6% | $3,601-77.6% | $4,645-82.7% |