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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 | $17,220 | $55,713-69.1% | $75,894-77.3% | $72,983-76.4% |
| Participation rate | 38.5% | 61.1%-22.7pp | 69.3%-30.8pp | 69.5%-31.0pp |
| Annual return | 16.86% | 27.60%-10.7pp | 30.76%-13.9pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $390 | $2,634-85.2% | $3,603-89.2% | $3,608-89.2% |
| Admin fee / account holder | $2,219 | $3,980-44.3% | $5,420-59.1% | $5,124-56.7% |