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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 | $24,415 | $75,541-67.7% | $152,093-83.9% | $82,637-70.5% |
| Participation rate | 10.6% | 66.5%-55.9pp | 77.8%-67.2pp | 68.1%-57.4pp |
| Annual return | 13.77% | 32.56%-18.8pp | 66.36%-52.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $263 | $3,206-91.8% | $5,451-95.2% | $4,126-93.6% |
| Admin fee / account holder | $2,432 | $6,405-62.0% | $14,497-83.2% | $7,339-66.9% |