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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 | $17,918 | $77,638-76.9% | $156,551-88.6% | $62,881-71.5% |
| Participation rate | 32.1% | 71.2%-39.1pp | 84.0%-51.9pp | 69.3%-37.2pp |
| Annual return | 6.74% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $423 | $3,046-86.1% | $4,871-91.3% | $3,203-86.8% |
| Admin fee / account holder | $1,411 | $5,561-74.6% | $13,028-89.2% | $4,296-67.2% |