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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 | $10,101 | $42,383-76.2% | $76,523-86.8% | $64,181-84.3% |
| Participation rate | 21.9% | 58.1%-36.3pp | 68.0%-46.1pp | 69.6%-47.7pp |
| Annual return | 17.43% | -16.54%+34.0pp | -0.27%+17.7pp | 7.63%+9.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $619 | $2,566-75.9% | $3,835-83.9% | $3,470-82.2% |
| Admin fee / account holder | $356 | $3,198-88.9% | $4,848-92.7% | $4,887-92.7% |