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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 | $18,712 | $49,249-62.0% | $70,476-73.4% | $79,852-76.6% |
| Participation rate | 18.9% | 69.2%-50.2pp | 75.1%-56.1pp | 69.6%-50.7pp |
| Annual return | 17.99% | 30.09%-12.1pp | 109.12%-91.1pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $387 | $2,769-86.0% | $3,710-89.6% | $3,740-89.7% |
| Admin fee / account holder | $400 | $2,878-86.1% | $3,847-89.6% | $5,306-92.5% |