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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 | $59,115-71.5% | $77,175-78.2% | $75,173-77.6% |
| Participation rate | 7.0% | 63.8%-56.8pp | 69.6%-62.5pp | 67.2%-60.2pp |
| Annual return | 16.23% | 26.71%-10.5pp | 37.88%-21.7pp | 160.65%-144.4pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,533-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $192 | $2,998-93.6% | $3,832-95.0% | $4,126-95.3% |
| Admin fee / account holder | $3,023 | $4,776-36.7% | $5,474-44.8% | $5,651-46.5% |