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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 | $19,076 | $59,123-67.7% | $77,183-75.3% | $75,181-74.6% |
| Participation rate | 10.6% | 63.9%-53.3pp | 69.6%-59.0pp | 67.2%-56.6pp |
| Annual return | 15.33% | 26.72%-11.4pp | 37.89%-22.6pp | 160.69%-145.4pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $398 | $2,999-86.7% | $3,833-89.6% | $4,126-90.4% |
| Admin fee / account holder | $4,105 | $4,776-14.0% | $5,475-25.0% | $5,650-27.3% |