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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 | $26,161 | $98,766-73.5% | $149,730-82.5% | $79,852-67.2% |
| Participation rate | 16.2% | 75.8%-59.6pp | 82.5%-66.3pp | 69.6%-53.4pp |
| Annual return | 17.53% | 27.43%-9.9pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,459 | $5,681-74.3% | $6,843-78.7% | $3,740-61.0% |
| Admin fee / account holder | $2,282 | $6,052-62.3% | $9,310-75.5% | $5,306-57.0% |