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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 | $23,440 | $78,690-70.2% | $161,489-85.5% | $87,485-73.2% |
| Participation rate | 23.3% | 67.5%-44.1pp | 78.7%-55.4pp | 68.9%-45.6pp |
| Annual return | 13.51% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $815 | $3,311-75.4% | $5,630-85.5% | $4,274-80.9% |
| Admin fee / account holder | $472 | $6,724-93.0% | $16,006-97.1% | $7,775-93.9% |