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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 | $27,437 | $44,984-39.0% | $85,009-67.7% | $74,546-63.2% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 12.20% | 26.25%-14.1pp | 66.47%-54.3pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $401 | $2,733-85.3% | $4,522-91.1% | $4,347-90.8% |
| Admin fee / account holder | $986 | $2,208-55.4% | $6,153-84.0% | $1,944-49.3% |