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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 | $23,132 | $57,590-59.8% | $86,233-73.2% | $82,448-71.9% |
| Participation rate | 16.9% | 57.9%-40.9pp | 69.0%-52.1pp | 68.1%-51.1pp |
| Annual return | 18.62% | 22.41%-3.8pp | 61.39%-42.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $331 | $3,080-89.3% | $4,559-92.7% | $4,139-92.0% |
| Admin fee / account holder | $459 | $4,730-90.3% | $8,342-94.5% | $7,234-93.7% |