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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 | $27,167 | $78,690-65.5% | $161,489-83.2% | $87,485-68.9% |
| Participation rate | 12.7% | 67.5%-54.8pp | 78.7%-66.0pp | 68.9%-56.3pp |
| Annual return | 17.97% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $705 | $3,311-78.7% | $5,630-87.5% | $4,274-83.5% |
| Admin fee / account holder | $746 | $6,724-88.9% | $16,006-95.3% | $7,775-90.4% |