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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 | $23,223 | $52,678-55.9% | $75,784-69.4% | $59,633-61.1% |
| Participation rate | 24.6% | 67.2%-42.6pp | 75.8%-51.2pp | 68.7%-44.0pp |
| Annual return | 2.15% | 2.95%-0.8pp | 9.68%-7.5pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $2,591-86.8% | $3,652-90.6% | $3,192-89.3% |
| Admin fee / account holder | $2,382 | $3,610-34.0% | $5,300-55.1% | $4,297-44.6% |