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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 | $22,455 | $48,364-53.6% | $71,796-68.7% | $62,881-64.3% |
| Participation rate | 23.0% | 60.6%-37.6pp | 69.1%-46.1pp | 69.3%-46.3pp |
| Annual return | 5.19% | 13.16%-8.0pp | 78.04%-72.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $425 | $2,091-79.7% | $2,794-84.8% | $3,203-86.7% |
| Admin fee / account holder | $383 | $3,771-89.8% | $4,815-92.0% | $4,296-91.1% |