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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 | $17,917 | $46,732-61.7% | $156,551-88.6% | $55,167-67.5% |
| Participation rate | 13.3% | 65.8%-52.5pp | 84.0%-70.7pp | 69.0%-55.7pp |
| Annual return | 5.66% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $339 | $2,204-84.6% | $4,871-93.0% | $3,054-88.9% |
| Admin fee / account holder | $1,850 | $418+342.1% | $13,028-85.8% | $504+267.0% |