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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 | $14,134 | $81,276-82.6% | $155,574-90.9% | $80,925-82.5% |
| Participation rate | 15.6% | 66.2%-50.7pp | 78.2%-62.7pp | 67.7%-52.1pp |
| Annual return | 12.42% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $196 | $3,453-94.3% | $5,629-96.5% | $4,299-95.4% |
| Admin fee / account holder | $9,989 | $7,993+25.0% | $15,914-37.2% | $6,940+43.9% |