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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 | $23,227 | $71,230-67.4% | $93,727-75.2% | $80,959-71.3% |
| Participation rate | 9.1% | 60.4%-51.3pp | 68.7%-59.6pp | 67.7%-58.6pp |
| Annual return | 13.44% | 11.26%+2.2pp | 133.83%-120.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $507 | $4,037-87.5% | $4,417-88.5% | $4,300-88.2% |
| Admin fee / account holder | $3,518 | $6,961-49.5% | $8,292-57.6% | $6,925-49.2% |