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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 | $21,457 | $49,255-56.4% | $70,494-69.6% | $79,856-73.1% |
| Participation rate | 54.5% | 69.2%-14.6pp | 75.1%-20.5pp | 69.6%-15.1pp |
| Annual return | 11.38% | 30.10%-18.7pp | 109.16%-97.8pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $472 | $2,768-82.9% | $3,711-87.3% | $3,741-87.4% |
| Admin fee / account holder | $673 | $2,879-76.6% | $3,848-82.5% | $5,306-87.3% |