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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 | $18,314 | $75,541-75.8% | $152,093-88.0% | $82,637-77.8% |
| Participation rate | 28.2% | 66.5%-38.4pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 13.15% | 32.56%-19.4pp | 66.36%-53.2pp | 53.51%-40.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $594 | $3,206-81.5% | $5,451-89.1% | $4,126-85.6% |
| Admin fee / account holder | $1,064 | $6,405-83.4% | $14,497-92.7% | $7,339-85.5% |