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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 | $10,022 | $46,596-78.5% | $64,099-84.4% | $75,181-86.7% |
| Participation rate | 12.9% | 65.9%-53.1pp | 72.3%-59.5pp | 67.2%-54.3pp |
| Annual return | 12.64% | 26.04%-13.4pp | 33.70%-21.1pp | 160.69%-148.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $277 | $2,837-90.2% | $3,881-92.9% | $4,126-93.3% |
| Admin fee / account holder | $455 | $2,954-84.6% | $3,070-85.2% | $5,650-91.9% |