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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 | $17,786 | $76,407-76.7% | $150,298-88.2% | $82,448-78.4% |
| Participation rate | 22.7% | 66.4%-43.7pp | 77.8%-55.0pp | 68.1%-45.3pp |
| Annual return | 26.57% | 39.99%-13.4pp | 62.79%-36.2pp | 41.64%-15.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $349 | $3,214-89.2% | $5,453-93.6% | $4,139-91.6% |
| Admin fee / account holder | $10,247 | $6,352+61.3% | $14,116-27.4% | $7,234+41.6% |