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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 | $19,217 | $41,377-53.6% | $109,313-82.4% | $62,881-69.4% |
| Participation rate | 20.0% | 57.5%-37.5pp | 71.3%-51.3pp | 69.3%-49.3pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $270 | $1,276-78.8% | $3,892-93.1% | $2,281-88.2% |
| Participant deferral / active EE | $523 | $2,045-74.4% | $3,166-83.5% | $3,203-83.7% |
| Admin fee / account holder | $3,233 | $2,884+12.1% | $5,666-42.9% | $4,296-24.7% |