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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 | $81,276-72.7% | $155,574-85.8% | $80,925-72.6% |
| Participation rate | 15.4% | 66.2%-50.9pp | 78.2%-62.8pp | 67.7%-52.3pp |
| Annual return | 14.73% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $34 | $3,453-99.0% | $5,629-99.4% | $4,299-99.2% |
| Admin fee / account holder | $1,636 | $7,993-79.5% | $15,914-89.7% | $6,940-76.4% |