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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 | $19,864 | $81,358-75.6% | $155,556-87.2% | $80,959-75.5% |
| Participation rate | 10.1% | 66.3%-56.2pp | 78.2%-68.1pp | 67.7%-57.6pp |
| Annual return | 13.23% | 33.39%-20.2pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $517 | $3,455-85.0% | $5,631-90.8% | $4,300-88.0% |
| Admin fee / account holder | $1,512 | $7,994-81.1% | $15,885-90.5% | $6,925-78.2% |