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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 | $18,058 | $49,255-63.3% | $70,494-74.4% | $79,856-77.4% |
| Participation rate | 18.8% | 69.2%-50.4pp | 75.1%-56.3pp | 69.6%-50.9pp |
| Annual return | 19.90% | 30.10%-10.2pp | 109.16%-89.3pp | 31.71%-11.8pp |
| Employer contribution / active EE | $1,032 | $2,100-50.9% | $2,738-62.3% | $2,471-58.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $346 | $2,879-88.0% | $3,848-91.0% | $5,306-93.5% |