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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 | $15,699 | $55,902-71.9% | $76,030-79.4% | $80,959-80.6% |
| Participation rate | 56.3% | 62.1%-5.7pp | 69.1%-12.7pp | 67.7%-11.3pp |
| Annual return | 12.85% | 20.59%-7.7pp | 361.54%-348.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $2,084 | $1,867+11.6% | $2,688-22.5% | $2,757-24.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,287 | $5,239-75.4% | $6,421-80.0% | $6,925-81.4% |