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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 | $17,359 | $100,147-82.7% | $81,286-78.6% | $145,877-88.1% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.5%-38.3pp | 80.3%-49.1pp |
| Annual return | 14.33% | 34.44%-20.1pp | 24.80%-10.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $304 | $4,607-93.4% | $3,883-92.2% | $6,691-95.4% |
| Admin fee / account holder | $1,188 | $8,201-85.5% | $5,764-79.4% | $13,402-91.1% |