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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 | $15,079 | $54,757-72.5% | $90,304-83.3% | $72,975-79.3% |
| Participation rate | 17.5% | 65.2%-47.7pp | 73.3%-55.8pp | 69.5%-52.0pp |
| Annual return | 22.31% | 30.63%-8.3pp | 78.13%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $147 | $2,887-94.9% | $3,885-96.2% | $3,608-95.9% |
| Admin fee / account holder | $2,222 | $3,973-44.1% | $5,354-58.5% | $5,124-56.6% |