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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 | $26,643 | $56,438-52.8% | $76,872-65.3% | $71,511-62.7% |
| Participation rate | 11.8% | 64.3%-52.5pp | 69.6%-57.8pp | 67.9%-56.1pp |
| Annual return | 15.94% | 19.05%-3.1pp | 37.90%-22.0pp | 28.86%-12.9pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,533-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,080 | $3,136-65.6% | $3,832-71.8% | $4,291-74.8% |
| Admin fee / account holder | $994 | $1,430-30.5% | $5,476-81.9% | $1,588-37.4% |