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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 | $25,768 | $39,132-34.2% | $57,196-54.9% | $62,881-59.0% |
| Participation rate | 6.3% | 70.5%-64.1pp | 75.3%-69.0pp | 69.3%-63.0pp |
| Annual return | 4.44% | 9.24%-4.8pp | 14.59%-10.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $252 | $2,374-89.4% | $3,096-91.9% | $3,203-92.1% |
| Admin fee / account holder | $13,279 | $2,594+411.9% | $3,141+322.8% | $4,296+209.1% |