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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 | $10,685 | $77,814-86.3% | $158,223-93.2% | $86,983-87.7% |
| Participation rate | 17.1% | 68.4%-51.3pp | 79.2%-62.1pp | 69.5%-52.5pp |
| Annual return | 15.95% | 30.54%-14.6pp | 52.09%-36.1pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $196 | $3,270-94.0% | $5,467-96.4% | $4,194-95.3% |
| Admin fee / account holder | $795 | $5,879-86.5% | $16,047-95.0% | $7,856-89.9% |