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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 | $16,851 | $58,099-71.0% | $76,902-78.1% | $75,177-77.6% |
| Participation rate | 7.0% | 63.9%-56.9pp | 69.6%-62.6pp | 67.2%-60.2pp |
| Annual return | 16.23% | 26.71%-10.5pp | 37.91%-21.7pp | 160.75%-144.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $192 | $2,999-93.6% | $3,833-95.0% | $4,126-95.3% |
| Admin fee / account holder | $3,023 | $4,778-36.7% | $5,479-44.8% | $5,651-46.5% |