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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 | $15,238 | $77,638-80.4% | $156,551-90.3% | $62,881-75.8% |
| Participation rate | 12.1% | 71.2%-59.1pp | 84.0%-71.9pp | 69.3%-57.2pp |
| Annual return | 7.97% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $374 | $3,046-87.7% | $4,871-92.3% | $3,203-88.3% |
| Admin fee / account holder | $1,877 | $5,561-66.2% | $13,028-85.6% | $4,296-56.3% |