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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 | $12,955 | $81,276-84.1% | $155,574-91.7% | $80,925-84.0% |
| Participation rate | 15.9% | 66.2%-50.3pp | 78.2%-62.3pp | 67.7%-51.7pp |
| Annual return | 12.01% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $759 | $3,453-78.0% | $5,629-86.5% | $4,299-82.3% |
| Admin fee / account holder | $5,073 | $7,993-36.5% | $15,914-68.1% | $6,940-26.9% |