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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 | $20,831 | $81,331-74.4% | $155,534-86.6% | $80,935-74.3% |
| Participation rate | 4.8% | 66.3%-61.5pp | 78.2%-73.5pp | 67.7%-62.9pp |
| Annual return | 13.61% | 33.37%-19.8pp | 64.92%-51.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $522 | $3,454-84.9% | $5,630-90.7% | $4,299-87.9% |
| Admin fee / account holder | $453 | $7,999-94.3% | $15,900-97.2% | $6,924-93.5% |