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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 | $22,173 | $46,599-52.4% | $64,101-65.4% | $75,173-70.5% |
| Participation rate | 16.7% | 65.9%-49.3pp | 72.3%-55.6pp | 67.2%-50.5pp |
| Annual return | 17.61% | 26.06%-8.4pp | 33.72%-16.1pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $676 | $2,837-76.2% | $3,881-82.6% | $4,126-83.6% |
| Admin fee / account holder | $3,982 | $2,956+34.7% | $3,070+29.7% | $5,651-29.5% |