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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 | $22,149 | $81,358-72.8% | $155,556-85.8% | $80,959-72.6% |
| Participation rate | 15.4% | 66.3%-50.9pp | 78.2%-62.8pp | 67.7%-52.3pp |
| Annual return | 14.73% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $34 | $3,455-99.0% | $5,631-99.4% | $4,300-99.2% |
| Admin fee / account holder | $1,636 | $7,994-79.5% | $15,885-89.7% | $6,925-76.4% |