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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 | $16,849 | $57,541-70.7% | $95,759-82.4% | $75,177-77.6% |
| Participation rate | 10.8% | 62.5%-51.7pp | 72.3%-61.5pp | 67.2%-56.4pp |
| Annual return | 13.95% | 34.93%-21.0pp | 28.42%-14.5pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $275 | $3,074-91.0% | $4,244-93.5% | $4,126-93.3% |
| Admin fee / account holder | $2,146 | $4,099-47.6% | $5,678-62.2% | $5,651-62.0% |