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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 | $17,040 | $50,919-66.5% | $155,556-89.0% | $77,762-78.1% |
| Participation rate | 18.1% | 63.1%-45.0pp | 78.2%-60.1pp | 70.6%-52.5pp |
| Annual return | 31.89% | 34.84%-2.9pp | 64.84%-32.9pp | 31.27%+0.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $759 | $2,824-73.1% | $5,631-86.5% | $4,651-83.7% |
| Admin fee / account holder | $978 | $437+123.9% | $15,885-93.8% | $433+125.9% |