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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 | $20,296 | $77,905-73.9% | $149,682-86.4% | $75,173-73.0% |
| Participation rate | 9.5% | 65.6%-56.1pp | 78.8%-69.3pp | 67.2%-57.7pp |
| Annual return | 25.59% | 31.72%-6.1pp | 134.35%-108.8pp | 160.65%-135.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $667 | $3,411-80.4% | $5,681-88.3% | $4,126-83.8% |
| Admin fee / account holder | $2,367 | $5,957-60.3% | $13,210-82.1% | $5,651-58.1% |