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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 | $19,244 | $45,050-57.3% | $63,018-69.5% | $70,126-72.6% |
| Participation rate | 25.6% | 69.5%-43.9pp | 74.8%-49.2pp | 69.5%-43.9pp |
| Annual return | 13.97% | 18.76%-4.8pp | 87.62%-73.6pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $691 | $2,466-72.0% | $3,330-79.2% | $3,332-79.2% |
| Admin fee / account holder | $968 | $2,834-65.9% | $3,601-73.1% | $4,645-79.2% |