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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 | $12,494 | $77,908-84.0% | $149,696-91.7% | $75,173-83.4% |
| Participation rate | 13.5% | 65.6%-52.1pp | 78.8%-65.3pp | 67.2%-53.7pp |
| Annual return | 20.88% | 31.73%-10.8pp | 134.46%-113.6pp | 160.72%-139.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $754 | $3,411-77.9% | $5,682-86.7% | $4,126-81.7% |
| Admin fee / account holder | $653 | $5,950-89.0% | $13,212-95.1% | $5,651-88.4% |