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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 | $23,440 | $76,407-69.3% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 23.3% | 66.4%-43.1pp | 77.8%-54.4pp | 68.1%-44.7pp |
| Annual return | 13.51% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $815 | $3,214-74.7% | $5,453-85.1% | $4,139-80.3% |
| Admin fee / account holder | $472 | $6,352-92.6% | $14,116-96.7% | $7,234-93.5% |