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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 | $17,958 | $50,812-64.7% | $155,602-88.5% | $77,692-76.9% |
| Participation rate | 3.6% | 63.1%-59.6pp | 78.2%-74.6pp | 70.6%-67.0pp |
| Annual return | 34.83% | 34.85%0pp | 64.81%-30.0pp | 31.25%+3.6pp |
| Employer contribution / active EE | $0 | $1,989-100.0% | $4,675-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $128 | $2,822-95.5% | $5,629-97.7% | $4,648-97.2% |
| Admin fee / account holder | $327 | $436-25.1% | $15,923-97.9% | $431-24.1% |