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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 | $22,425 | $45,050-50.2% | $63,018-64.4% | $70,126-68.0% |
| Participation rate | 36.4% | 69.5%-33.1pp | 74.8%-38.4pp | 69.5%-33.2pp |
| Annual return | 16.18% | 18.76%-2.6pp | 87.62%-71.4pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $467 | $2,466-81.0% | $3,330-86.0% | $3,332-86.0% |
| Admin fee / account holder | $1,548 | $2,834-45.4% | $3,601-57.0% | $4,645-66.7% |