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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 | $13,622 | $77,638-82.5% | $156,551-91.3% | $62,881-78.3% |
| Participation rate | 11.3% | 71.2%-59.9pp | 84.0%-72.7pp | 69.3%-58.0pp |
| Annual return | 6.33% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $473 | $3,046-84.5% | $4,871-90.3% | $3,203-85.2% |
| Admin fee / account holder | $1,787 | $5,561-67.9% | $13,028-86.3% | $4,296-58.4% |