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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 | $25,474 | $57,061-55.4% | $85,063-70.1% | $80,911-68.5% |
| Participation rate | 24.1% | 56.3%-32.2pp | 67.5%-43.4pp | 67.6%-43.5pp |
| Annual return | 10.79% | 21.66%-10.9pp | 66.54%-55.8pp | 35.63%-24.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $678 | $3,110-78.2% | $4,523-85.0% | $4,297-84.2% |
| Admin fee / account holder | $1,169 | $4,986-76.6% | $6,155-81.0% | $6,935-83.1% |