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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 | $15,667 | $75,541-79.3% | $152,093-89.7% | $82,637-81.0% |
| Participation rate | 57.1% | 66.5%-9.4pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 21.72% | 32.56%-10.8pp | 66.36%-44.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $371 | $3,206-88.4% | $5,451-93.2% | $4,126-91.0% |
| Admin fee / account holder | $867 | $6,405-86.5% | $14,497-94.0% | $7,339-88.2% |