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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 | $60,442-61.7% | $96,754-76.1% | $87,485-73.6% |
| Participation rate | 16.9% | 58.7%-41.8pp | 70.3%-53.4pp | 68.9%-52.0pp |
| Annual return | 18.62% | 21.97%-3.3pp | 82.04%-63.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $331 | $3,280-89.9% | $4,758-93.0% | $4,274-92.3% |
| Admin fee / account holder | $459 | $5,069-90.9% | $8,905-94.8% | $7,775-94.1% |