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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 | $17,262 | $52,279-67.0% | $89,414-80.7% | $79,852-78.4% |
| Participation rate | 34.6% | 57.5%-22.9pp | 68.0%-33.4pp | 69.6%-35.0pp |
| Annual return | 14.76% | 22.16%-7.4pp | 245.50%-230.7pp | 31.72%-17.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $638 | $2,740-76.7% | $3,890-83.6% | $3,740-82.9% |
| Admin fee / account holder | $1,189 | $3,356-64.6% | $4,883-75.7% | $5,306-77.6% |