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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 | $22,900 | $58,048-60.6% | $94,215-75.7% | $65,306-64.9% |
| Participation rate | 31.6% | 45.3%-13.7pp | 70.0%-38.3pp | 57.7%-26.1pp |
| Annual return | 15.87% | 19.61%-3.7pp | 28.22%-12.4pp | 21.94%-6.1pp |
| Employer contribution / active EE | $0 | $1,427-100.0% | $2,675-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $303 | $2,407-87.4% | $4,276-92.9% | $2,959-89.8% |
| Admin fee / account holder | $1,544 | $4,610-66.5% | $10,216-84.9% | $3,480-55.6% |