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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 | $19,714 | $56,110-64.9% | $94,993-79.2% | $70,124-71.9% |
| Participation rate | 22.2% | 65.0%-42.8pp | 73.9%-51.7pp | 69.5%-47.3pp |
| Annual return | 18.63% | 51.02%-32.4pp | 27.14%-8.5pp | 73.14%-54.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $719 | $2,391-69.9% | $3,317-78.3% | $3,332-78.4% |
| Admin fee / account holder | $1,536 | $3,456-55.6% | $4,960-69.0% | $4,645-66.9% |