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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 | $21,477 | $71,057-69.8% | $93,654-77.1% | $80,874-73.4% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 18.93% | 11.26%+7.7pp | 133.34%-114.4pp | 35.62%-16.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $444 | $4,034-89.0% | $4,413-89.9% | $4,297-89.7% |
| Admin fee / account holder | $632 | $6,944-90.9% | $8,282-92.4% | $6,935-90.9% |