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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 | $51,775 | $57,828-10.5% | $117,039-55.8% | $70,126-26.2% |
| Participation rate | 18.2% | 67.1%-48.9pp | 77.2%-59.0pp | 69.5%-51.4pp |
| Annual return | 16.59% | 17.55%-1.0pp | 18.95%-2.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $388 | $2,438-84.1% | $3,929-90.1% | $3,332-88.3% |
| Admin fee / account holder | $872 | $3,548-75.4% | $5,974-85.4% | $4,645-81.2% |