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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 | $21,764 | $65,712-66.9% | $57,196-61.9% | $273,972-92.1% |
| Participation rate | 12.5% | 78.3%-65.8pp | 75.3%-62.8pp | 83.0%-70.5pp |
| Annual return | 5.73% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $551 | $3,782-85.4% | $3,096-82.2% | $5,287-89.6% |
| Admin fee / account holder | $307 | $4,838-93.7% | $3,141-90.2% | $10,133-97.0% |