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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 | $18,652 | $65,367-71.5% | $92,915-79.9% | $72,976-74.4% |
| Participation rate | 20.8% | 68.3%-47.5pp | 76.0%-55.2pp | 69.5%-48.7pp |
| Annual return | 21.09% | 42.11%-21.0pp | 109.45%-88.4pp | 81.02%-59.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $3,128-82.8% | $4,238-87.3% | $3,608-85.1% |
| Admin fee / account holder | $2,668 | $4,251-37.2% | $5,796-54.0% | $5,124-47.9% |