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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 | $18,666 | $72,607-74.3% | $90,259-79.3% | $87,485-78.7% |
| Participation rate | 17.9% | 64.8%-46.9pp | 70.7%-52.8pp | 68.9%-51.0pp |
| Annual return | 18.31% | 18.59%-0.3pp | 18.88%-0.6pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $484 | $3,055-84.2% | $3,827-87.4% | $4,274-88.7% |
| Admin fee / account holder | $888 | $5,947-85.1% | $7,267-87.8% | $7,775-88.6% |