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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 | $24,333 | $77,638-68.7% | $156,551-84.5% | $62,881-61.3% |
| Participation rate | 12.5% | 71.2%-58.7pp | 84.0%-71.5pp | 69.3%-56.8pp |
| Annual return | 6.08% | 50.33%-44.2pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $162 | $3,046-94.7% | $4,871-96.7% | $3,203-94.9% |
| Admin fee / account holder | $593 | $5,561-89.3% | $13,028-95.5% | $4,296-86.2% |