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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 | $18,639 | $46,596-60.0% | $64,099-70.9% | $75,181-75.2% |
| Participation rate | 7.4% | 65.9%-58.5pp | 72.3%-64.9pp | 67.2%-59.8pp |
| Annual return | 19.57% | 26.04%-6.5pp | 33.70%-14.1pp | 160.69%-141.1pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $556 | $2,837-80.4% | $3,881-85.7% | $4,126-86.5% |
| Admin fee / account holder | $655 | $2,954-77.8% | $3,070-78.7% | $5,650-88.4% |