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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 | $51,166-63.3% | $70,544-73.4% | $71,511-73.8% |
| Participation rate | 17.8% | 59.4%-41.5pp | 68.4%-50.5pp | 67.9%-50.1pp |
| Annual return | 20.73% | 42.71%-22.0pp | 32.79%-12.1pp | 28.86%-8.1pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $2,976-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $782 | $3,031-74.2% | $4,568-82.9% | $4,291-81.8% |
| Admin fee / account holder | $816 | $2,000-59.2% | $6,427-87.3% | $1,588-48.6% |