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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 | $18,797 | $81,358-76.9% | $155,556-87.9% | $80,959-76.8% |
| Participation rate | 17.1% | 66.3%-49.1pp | 78.2%-61.1pp | 67.7%-50.5pp |
| Annual return | 13.34% | 33.39%-20.0pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $560 | $3,455-83.8% | $5,631-90.0% | $4,300-87.0% |
| Admin fee / account holder | $676 | $7,994-91.5% | $15,885-95.7% | $6,925-90.2% |