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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 | $8,972 | $37,446-76.0% | $77,513-88.4% | $79,852-88.8% |
| Participation rate | 8.0% | 41.5%-33.5pp | 54.2%-46.2pp | 69.6%-61.6pp |
| Annual return | 10.28% | 39.76%-29.5pp | 54.81%-44.5pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $36 | $1,261-97.1% | $1,861-98.1% | $3,740-99.0% |
| Admin fee / account holder | $1,668 | $2,506-33.4% | $2,859-41.7% | $5,306-68.6% |