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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 | $16,397 | $45,079-63.6% | $69,461-76.4% | $72,983-77.5% |
| Participation rate | 18.8% | 68.5%-49.7pp | 74.6%-55.9pp | 69.5%-50.7pp |
| Annual return | 17.05% | 22.65%-5.6pp | 28.97%-11.9pp | 81.01%-64.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $352 | $2,603-86.5% | $3,536-90.1% | $3,608-90.3% |
| Admin fee / account holder | $1,031 | $3,056-66.3% | $3,840-73.1% | $5,124-79.9% |