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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 | $14,956 | $45,079-66.8% | $69,461-78.5% | $72,983-79.5% |
| Participation rate | 16.7% | 68.5%-51.8pp | 74.6%-57.9pp | 69.5%-52.8pp |
| Annual return | 19.80% | 22.65%-2.8pp | 28.97%-9.2pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $571 | $2,603-78.0% | $3,536-83.8% | $3,608-84.2% |
| Admin fee / account holder | $1,814 | $3,056-40.6% | $3,840-52.8% | $5,124-64.6% |