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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 | $21,262 | $76,407-72.2% | $150,298-85.9% | $82,448-74.2% |
| Participation rate | 29.0% | 66.4%-37.4pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 14.67% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $806 | $3,214-74.9% | $5,453-85.2% | $4,139-80.5% |
| Admin fee / account holder | $2,216 | $6,352-65.1% | $14,116-84.3% | $7,234-69.4% |