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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 | $14,375 | $54,757-73.7% | $90,304-84.1% | $72,975-80.3% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 16.84% | 30.63%-13.8pp | 78.13%-61.3pp | 81.01%-64.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $331 | $2,887-88.5% | $3,885-91.5% | $3,608-90.8% |
| Admin fee / account holder | $816 | $3,973-79.5% | $5,354-84.8% | $5,124-84.1% |