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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 | $26,154 | $72,492-63.9% | $87,102-70.0% | $72,983-64.2% |
| Participation rate | 18.8% | 72.8%-54.1pp | 76.9%-58.1pp | 69.5%-50.7pp |
| Annual return | 27.45% | 24.46%+3.0pp | 28.19%-0.7pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $441 | $3,270-86.5% | $4,048-89.1% | $3,608-87.8% |
| Admin fee / account holder | $506 | $5,055-90.0% | $7,491-93.2% | $5,124-90.1% |