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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 | $13,385 | $45,343-70.5% | $150,298-91.1% | $67,986-80.3% |
| Participation rate | 7.7% | 51.9%-44.1pp | 77.8%-70.0pp | 57.2%-49.5pp |
| Annual return | 16.09% | 33.28%-17.2pp | 62.79%-46.7pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $237 | $2,055-88.5% | $5,453-95.7% | $3,358-92.9% |
| Admin fee / account holder | $1,137 | $2,250-49.5% | $14,116-91.9% | $3,203-64.5% |