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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 | $18,453 | $55,453-66.7% | $170,435-89.2% | $62,293-70.4% |
| Participation rate | 15.0% | 66.4%-51.3pp | 83.6%-68.6pp | 69.5%-54.5pp |
| Annual return | 14.59% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $442 | $2,303-80.8% | $4,939-91.1% | $3,169-86.1% |
| Admin fee / account holder | $724 | $455+59.2% | $13,881-94.8% | $479+51.1% |