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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 | $22,783 | $65,034-65.0% | $90,970-75.0% | $79,856-71.5% |
| Participation rate | 17.9% | 61.6%-43.8pp | 69.0%-51.2pp | 69.6%-51.8pp |
| Annual return | 10.60% | 30.45%-19.9pp | 134.60%-124.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $603 | $2,512-76.0% | $3,373-82.1% | $3,741-83.9% |
| Admin fee / account holder | $411 | $4,536-90.9% | $5,961-93.1% | $5,306-92.3% |