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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 | $18,755 | $51,083-63.3% | $70,548-73.4% | $71,495-73.8% |
| Participation rate | 17.8% | 59.4%-41.6pp | 68.3%-50.5pp | 67.9%-50.1pp |
| Annual return | 20.73% | 42.64%-21.9pp | 32.78%-12.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $782 | $3,028-74.2% | $4,567-82.9% | $4,291-81.8% |
| Admin fee / account holder | $816 | $1,995-59.1% | $6,424-87.3% | $1,588-48.6% |