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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 | $74,535-64.9% | $100,712-74.0% | $82,637-68.3% |
| Participation rate | 23.6% | 61.2%-37.6pp | 69.3%-45.7pp | 68.1%-44.5pp |
| Annual return | 13.22% | 18.92%-5.7pp | 33.27%-20.0pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $653 | $3,074-78.8% | $4,085-84.0% | $4,126-84.2% |
| Admin fee / account holder | $311 | $6,576-95.3% | $9,256-96.6% | $7,339-95.8% |