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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 | $14,661 | $54,763-73.2% | $90,324-83.8% | $72,976-79.9% |
| Participation rate | 19.4% | 65.2%-45.8pp | 73.3%-53.9pp | 69.5%-50.1pp |
| Annual return | 18.91% | 30.63%-11.7pp | 78.15%-59.2pp | 81.02%-62.1pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $539 | $2,887-81.3% | $3,885-86.1% | $3,608-85.1% |
| Admin fee / account holder | $1,408 | $3,973-64.6% | $5,356-73.7% | $5,124-72.5% |