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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 | $24,461 | $77,638-68.5% | $156,551-84.4% | $62,881-61.1% |
| Participation rate | 20.4% | 71.2%-50.8pp | 84.0%-63.6pp | 69.3%-48.9pp |
| Annual return | 5.11% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $605 | $3,046-80.1% | $4,871-87.6% | $3,203-81.1% |
| Admin fee / account holder | $6,000 | $5,561+7.9% | $13,028-53.9% | $4,296+39.7% |