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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 | $26,877 | $57,119-52.9% | $85,187-68.4% | $80,935-66.8% |
| Participation rate | 14.7% | 56.4%-41.7pp | 67.5%-52.8pp | 67.7%-53.0pp |
| Annual return | 14.76% | 21.70%-6.9pp | 66.67%-51.9pp | 35.66%-20.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $392 | $3,115-87.4% | $4,525-91.3% | $4,299-90.9% |
| Admin fee / account holder | $9,060 | $4,990+81.6% | $6,162+47.0% | $6,924+30.8% |