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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 | $25,788 | $86,050-70.0% | $189,758-86.4% | $94,015-72.6% |
| Participation rate | 13.6% | 68.9%-55.3pp | 79.8%-66.2pp | 70.8%-57.2pp |
| Annual return | 15.09% | 17.77%-2.7pp | 52.62%-37.5pp | 17.84%-2.8pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $653 | $3,349-80.5% | $5,856-88.9% | $4,249-84.6% |
| Admin fee / account holder | $519 | $6,627-92.2% | $20,388-97.5% | $8,951-94.2% |