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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 | $9,930 | $75,541-86.9% | $152,093-93.5% | $82,637-88.0% |
| Participation rate | 7.1% | 66.5%-59.4pp | 77.8%-70.6pp | 68.1%-60.9pp |
| Annual return | 17.39% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $156 | $3,206-95.1% | $5,451-97.1% | $4,126-96.2% |
| Admin fee / account holder | $773 | $6,405-87.9% | $14,497-94.7% | $7,339-89.5% |