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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 | $81,358-82.6% | $155,556-90.9% | $80,959-82.5% |
| Participation rate | 15.6% | 66.3%-50.7pp | 78.2%-62.7pp | 67.7%-52.1pp |
| Annual return | 12.42% | 33.39%-21.0pp | 64.84%-52.4pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $196 | $3,455-94.3% | $5,631-96.5% | $4,300-95.4% |
| Admin fee / account holder | $9,989 | $7,994+25.0% | $15,885-37.1% | $6,925+44.2% |