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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 | $19,063 | $48,078-60.4% | $78,676-75.8% | $62,881-69.7% |
| Participation rate | 13.8% | 65.2%-51.4pp | 73.6%-59.8pp | 69.3%-55.5pp |
| Annual return | 5.90% | 31.36%-25.5pp | 62.19%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $323 | $2,587-87.5% | $3,517-90.8% | $3,203-89.9% |
| Admin fee / account holder | $3,282 | $3,206+2.4% | $4,510-27.2% | $4,296-23.6% |