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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 | $26,384 | $60,349-56.3% | $74,184-64.4% | $62,881-58.0% |
| Participation rate | 27.0% | 72.7%-45.7pp | 76.6%-49.6pp | 69.3%-42.3pp |
| Annual return | 4.86% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $739 | $2,856-74.1% | $3,550-79.2% | $3,203-76.9% |
| Admin fee / account holder | $16,400 | $4,261+284.9% | $5,586+193.6% | $4,296+281.8% |