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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 | $24,897 | $64,359-61.3% | $90,161-72.4% | $70,126-64.5% |
| Participation rate | 36.3% | 70.4%-34.2pp | 76.9%-40.6pp | 69.5%-33.3pp |
| Annual return | 17.92% | 28.13%-10.2pp | 34.89%-17.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $638 | $4,389-85.5% | $5,287-87.9% | $3,332-80.9% |
| Admin fee / account holder | $1,534 | $3,945-61.1% | $5,943-74.2% | $4,645-67.0% |