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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 | $10,854 | $77,901-86.1% | $149,717-92.8% | $75,181-85.6% |
| Participation rate | 26.8% | 65.6%-38.8pp | 78.8%-52.0pp | 67.2%-40.4pp |
| Annual return | 17.79% | 31.73%-13.9pp | 134.41%-116.6pp | 160.69%-142.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $788 | $3,411-76.9% | $5,682-86.1% | $4,126-80.9% |
| Admin fee / account holder | $894 | $5,949-85.0% | $13,213-93.2% | $5,650-84.2% |