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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 | $14,442 | $56,060-74.2% | $76,002-81.0% | $80,874-82.1% |
| Participation rate | 25.0% | 62.0%-37.0pp | 69.1%-44.1pp | 67.6%-42.6pp |
| Annual return | 12.54% | 20.54%-8.0pp | 360.07%-347.5pp | 35.62%-23.1pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $773 | $3,051-74.7% | $4,257-81.8% | $4,297-82.0% |
| Admin fee / account holder | $898 | $5,237-82.9% | $6,414-86.0% | $6,935-87.1% |