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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 | $21,979 | $65,361-66.4% | $92,903-76.3% | $72,983-69.9% |
| Participation rate | 19.5% | 68.3%-48.8pp | 76.0%-56.5pp | 69.5%-50.0pp |
| Annual return | 19.58% | 42.11%-22.5pp | 109.43%-89.9pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $415 | $3,128-86.7% | $4,238-90.2% | $3,608-88.5% |
| Admin fee / account holder | $1,652 | $4,251-61.1% | $5,795-71.5% | $5,124-67.8% |