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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 | $12,040 | $45,041-73.3% | $63,003-80.9% | $70,131-82.8% |
| Participation rate | 18.9% | 69.5%-50.6pp | 74.8%-55.9pp | 69.5%-50.6pp |
| Annual return | 15.23% | 18.76%-3.5pp | 87.59%-72.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $340 | $2,465-86.2% | $3,329-89.8% | $3,332-89.8% |
| Admin fee / account holder | $2,151 | $2,836-24.2% | $3,600-40.3% | $4,645-53.7% |