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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 | $16,906 | $81,276-79.2% | $155,574-89.1% | $80,925-79.1% |
| Participation rate | 10.8% | 66.2%-55.4pp | 78.2%-67.4pp | 67.7%-56.8pp |
| Annual return | 15.00% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $264 | $3,453-92.4% | $5,629-95.3% | $4,299-93.9% |
| Admin fee / account holder | $1,666 | $7,993-79.2% | $15,914-89.5% | $6,940-76.0% |