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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 | $24,605 | $77,920-68.4% | $149,723-83.6% | $75,177-67.3% |
| Participation rate | 14.6% | 65.6%-50.9pp | 78.8%-64.1pp | 67.2%-52.6pp |
| Annual return | 15.07% | 31.72%-16.7pp | 134.50%-119.4pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $429 | $3,411-87.4% | $5,682-92.4% | $4,126-89.6% |
| Admin fee / account holder | $668 | $5,951-88.8% | $13,215-94.9% | $5,651-88.2% |