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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 | $26,172 | $73,787-64.5% | $98,716-73.5% | $82,448-68.3% |
| Participation rate | 23.6% | 61.4%-37.8pp | 69.3%-45.7pp | 68.1%-44.5pp |
| Annual return | 13.22% | 18.57%-5.3pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $653 | $3,081-78.8% | $4,048-83.9% | $4,139-84.2% |
| Admin fee / account holder | $311 | $6,500-95.2% | $8,703-96.4% | $7,234-95.7% |