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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 | $20,631 | $78,520-73.7% | $96,576-78.6% | $82,448-75.0% |
| Participation rate | 34.0% | 77.7%-43.7pp | 81.4%-47.4pp | 68.1%-34.0pp |
| Annual return | 19.61% | 41.30%-21.7pp | 38.47%-18.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,000 | $6,754-70.4% | $7,956-74.9% | $4,139-51.7% |
| Admin fee / account holder | $1,273 | $13,455-90.5% | $11,381-88.8% | $7,234-82.4% |