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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 | $75,541-65.9% | $152,093-83.0% | $82,637-68.8% |
| Participation rate | 13.6% | 66.5%-52.9pp | 77.8%-64.1pp | 68.1%-54.4pp |
| Annual return | 15.09% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $653 | $3,206-79.6% | $5,451-88.0% | $4,126-84.2% |
| Admin fee / account holder | $519 | $6,405-91.9% | $14,497-96.4% | $7,339-92.9% |