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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 | $52,682-56.5% | $78,004-70.6% | $64,097-64.3% |
| Participation rate | 31.6% | 47.7%-16.1pp | 69.4%-37.8pp | 55.2%-23.6pp |
| Annual return | 15.87% | 22.45%-6.6pp | 31.07%-15.2pp | 34.64%-18.8pp |
| Employer contribution / active EE | $0 | $1,323-100.0% | $2,469-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $303 | $2,346-87.1% | $4,092-92.6% | $3,080-90.2% |
| Admin fee / account holder | $1,544 | $5,420-71.5% | $7,578-79.6% | $3,454-55.3% |