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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 | $26,904 | $61,616-56.3% | $105,754-74.6% | $55,167-51.2% |
| Participation rate | 36.9% | 72.9%-36.0pp | 78.9%-42.0pp | 69.0%-32.1pp |
| Annual return | 5.75% | 11.15%-5.4pp | 12.25%-6.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,073 | $4,213-74.5% | $5,326-79.9% | $3,054-64.9% |
| Admin fee / account holder | $2,476 | $379+554.2% | $8,309-70.2% | $504+391.4% |