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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 | $50,812-66.5% | $155,602-89.0% | $77,692-78.1% |
| Participation rate | 18.1% | 63.1%-45.0pp | 78.2%-60.1pp | 70.6%-52.5pp |
| Annual return | 31.89% | 34.85%-3.0pp | 64.81%-32.9pp | 31.25%+0.6pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $759 | $2,822-73.1% | $5,629-86.5% | $4,648-83.7% |
| Admin fee / account holder | $978 | $436+124.2% | $15,923-93.9% | $431+127.1% |