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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 | $26,215 | $93,057-71.8% | $153,500-82.9% | $80,925-67.6% |
| Participation rate | 9.3% | 69.0%-59.7pp | 77.1%-67.8pp | 67.7%-58.3pp |
| Annual return | 17.15% | 19.96%-2.8pp | 15.70%+1.4pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $948 | $5,179-81.7% | $6,756-86.0% | $4,299-77.9% |
| Admin fee / account holder | $698 | $8,885-92.1% | $12,736-94.5% | $6,940-89.9% |