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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 | $23,651 | $54,541-56.6% | $78,778-70.0% | $70,126-66.3% |
| Participation rate | 13.0% | 60.8%-47.8pp | 69.2%-56.1pp | 69.5%-56.5pp |
| Annual return | 24.70% | 21.07%+3.6pp | 35.62%-10.9pp | 73.15%-48.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $145 | $2,210-93.4% | $2,958-95.1% | $3,332-95.6% |
| Admin fee / account holder | $679 | $3,709-81.7% | $5,134-86.8% | $4,645-85.4% |