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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 | $17,225 | $52,580-67.2% | $71,671-76.0% | $70,126-75.4% |
| Participation rate | 39.0% | 60.9%-21.9pp | 68.7%-29.7pp | 69.5%-30.5pp |
| Annual return | 13.52% | 20.25%-6.7pp | 20.65%-7.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $681 | $2,386-71.5% | $3,438-80.2% | $3,332-79.6% |
| Admin fee / account holder | $2,061 | $3,653-43.6% | $5,558-62.9% | $4,645-55.6% |