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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 | $22,499 | $43,075-47.8% | $74,577-69.8% | $62,881-64.2% |
| Participation rate | 14.0% | 58.1%-44.1pp | 68.1%-54.2pp | 69.3%-55.4pp |
| Annual return | 13.38% | 17.50%-4.1pp | 20.47%-7.1pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $451 | $2,389-81.1% | $3,458-87.0% | $3,203-85.9% |
| Admin fee / account holder | $840 | $2,840-70.4% | $4,138-79.7% | $4,296-80.4% |