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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 | $17,210 | $52,580-67.3% | $71,671-76.0% | $70,126-75.5% |
| Participation rate | 38.5% | 60.9%-22.4pp | 68.7%-30.3pp | 69.5%-31.1pp |
| Annual return | 12.83% | 20.25%-7.4pp | 20.65%-7.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $614 | $1,616-62.0% | $2,460-75.1% | $2,343-73.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $698 | $3,653-80.9% | $5,558-87.4% | $4,645-85.0% |