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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 | $15,934 | $54,162-70.6% | $68,612-76.8% | $64,173-75.2% |
| Participation rate | 12.5% | 68.1%-55.6pp | 72.2%-59.7pp | 69.6%-57.1pp |
| Annual return | 14.63% | -1.62%+16.2pp | -4.63%+19.3pp | 7.63%+7.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $215 | $2,626-91.8% | $3,311-93.5% | $3,470-93.8% |
| Admin fee / account holder | $490 | $4,029-87.8% | $5,131-90.5% | $4,887-90.0% |