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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 | $18,160 | $63,365-71.3% | $91,994-80.3% | $72,975-75.1% |
| Participation rate | 8.1% | 72.5%-64.4pp | 78.6%-70.6pp | 69.5%-61.4pp |
| Annual return | 20.08% | 35.35%-15.3pp | 69.04%-49.0pp | 81.01%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $821 | $4,883-83.2% | $5,924-86.1% | $3,608-77.3% |
| Admin fee / account holder | $4,211 | $4,670-9.8% | $7,744-45.6% | $5,124-17.8% |