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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 | $58,848-60.7% | $88,179-73.8% | $82,637-72.0% |
| Participation rate | 16.9% | 57.9%-41.0pp | 69.1%-52.2pp | 68.1%-51.1pp |
| Annual return | 18.62% | 22.76%-4.1pp | 64.97%-46.3pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $331 | $3,124-89.4% | $4,614-92.8% | $4,126-92.0% |
| Admin fee / account holder | $459 | $4,795-90.4% | $7,673-94.0% | $7,339-93.7% |