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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 | $56,866 | $67,411-15.6% | $91,004-37.5% | $70,126-18.9% |
| Participation rate | 17.2% | 71.4%-54.1pp | 75.6%-58.4pp | 69.5%-52.3pp |
| Annual return | 22.79% | -40.16%+63.0pp | 4.60%+18.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $544 | $2,823-80.7% | $3,548-84.7% | $3,332-83.7% |
| Admin fee / account holder | $675 | $4,236-84.1% | $5,417-87.5% | $4,645-85.5% |