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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 | $8,874 | $108,882-91.8% | $96,754-90.8% | $154,746-94.3% |
| Participation rate | 64.7% | 75.1%-10.4pp | 70.3%-5.6pp | 80.7%-16.0pp |
| Annual return | 17.91% | 98.39%-80.5pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,014 | $5,323-80.9% | $4,758-78.7% | $6,730-84.9% |
| Admin fee / account holder | $3,512 | $10,200-65.6% | $8,905-60.6% | $14,365-75.6% |