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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 | $19,680 | $81,664-75.9% | $70,476-72.1% | $158,966-87.6% |
| Participation rate | 14.3% | 77.7%-63.4pp | 75.1%-60.8pp | 82.0%-67.7pp |
| Annual return | 12.89% | 208.59%-195.7pp | 109.12%-96.2pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $86 | $4,556-98.1% | $3,710-97.7% | $5,983-98.6% |
| Admin fee / account holder | $3,338 | $6,197-46.1% | $3,847-13.2% | $11,250-70.3% |