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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 | $13,248 | $81,276-83.7% | $155,574-91.5% | $80,925-83.6% |
| Participation rate | 36.1% | 66.2%-30.2pp | 78.2%-42.1pp | 67.7%-31.6pp |
| Annual return | 12.16% | 33.36%-21.2pp | 64.87%-52.7pp | 35.65%-23.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $785 | $3,453-77.3% | $5,629-86.1% | $4,299-81.7% |
| Admin fee / account holder | $1,163 | $7,993-85.5% | $15,914-92.7% | $6,940-83.2% |