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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 | $20,246 | $58,099-65.2% | $76,872-73.7% | $75,173-73.1% |
| Participation rate | 40.6% | 63.9%-23.3pp | 69.6%-29.0pp | 67.2%-26.6pp |
| Annual return | 14.19% | 26.71%-12.5pp | 37.90%-23.7pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,533-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $349 | $2,999-88.4% | $3,832-90.9% | $4,126-91.6% |
| Admin fee / account holder | $808 | $4,778-83.1% | $5,476-85.3% | $5,651-85.7% |