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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 | $19,229 | $84,236-77.2% | $170,435-88.7% | $70,126-72.6% |
| Participation rate | 18.0% | 70.8%-52.8pp | 83.6%-65.6pp | 69.5%-51.5pp |
| Annual return | 16.98% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $462 | $3,086-85.0% | $4,939-90.6% | $3,332-86.1% |
| Admin fee / account holder | $882 | $5,698-84.5% | $13,881-93.6% | $4,645-81.0% |