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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 | $22,172 | $43,496-49.0% | $161,489-86.3% | $64,340-65.5% |
| Participation rate | 27.0% | 53.5%-26.6pp | 78.7%-51.7pp | 55.2%-28.3pp |
| Annual return | 14.38% | 20.76%-6.4pp | 89.72%-75.3pp | 24.14%-9.8pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $519 | $1,996-74.0% | $5,630-90.8% | $2,980-82.6% |
| Admin fee / account holder | $1,988 | $2,330-14.7% | $16,006-87.6% | $3,703-46.3% |