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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 | $20,109 | $53,774-62.6% | $134,162-85.0% | $79,856-74.8% |
| Participation rate | 15.7% | 58.8%-43.0pp | 72.2%-56.5pp | 69.6%-53.9pp |
| Annual return | 15.50% | 19.01%-3.5pp | 36.35%-20.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $696 | $2,420-71.3% | $3,500-80.1% | $3,741-81.4% |
| Admin fee / account holder | $328 | $3,985-91.8% | $6,685-95.1% | $5,306-93.8% |