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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 | $20,916 | $73,863-71.7% | $143,797-85.5% | $68,490-69.5% |
| Participation rate | 28.6% | 66.7%-38.1pp | 80.3%-51.7pp | 67.9%-39.3pp |
| Annual return | 10.73% | 0.91%+9.8pp | -0.04%+10.8pp | -7.85%+18.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $473 | $3,385-86.0% | $5,638-91.6% | $4,028-88.3% |
| Admin fee / account holder | $749 | $5,756-87.0% | $14,679-94.9% | $5,403-86.1% |