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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 | $22,076 | $91,198-75.8% | $178,503-87.6% | $79,856-72.4% |
| Participation rate | 17.6% | 69.2%-51.6pp | 81.9%-64.3pp | 69.6%-52.0pp |
| Annual return | 15.10% | 24.20%-9.1pp | 151.12%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $446 | $3,237-86.2% | $5,202-91.4% | $3,741-88.1% |
| Admin fee / account holder | $2,696 | $6,748-60.0% | $13,987-80.7% | $5,306-49.2% |