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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 | $24,509 | $73,787-66.8% | $98,716-75.2% | $82,448-70.3% |
| Participation rate | 15.2% | 61.4%-46.3pp | 69.3%-54.1pp | 68.1%-52.9pp |
| Annual return | 16.05% | 18.57%-2.5pp | 31.81%-15.8pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $966 | $3,081-68.6% | $4,048-76.1% | $4,139-76.7% |
| Admin fee / account holder | $957 | $6,500-85.3% | $8,703-89.0% | $7,234-86.8% |