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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 | $24,200 | $39,132-38.2% | $57,196-57.7% | $62,881-61.5% |
| Participation rate | 10.3% | 70.5%-60.1pp | 75.3%-65.0pp | 69.3%-59.0pp |
| Annual return | 8.85% | 9.24%-0.4pp | 14.59%-5.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $124 | $2,374-94.8% | $3,096-96.0% | $3,203-96.1% |
| Admin fee / account holder | $364 | $2,594-86.0% | $3,141-88.4% | $4,296-91.5% |