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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 | $10,549 | $75,541-86.0% | $152,093-93.1% | $82,637-87.2% |
| Participation rate | 25.8% | 66.5%-40.7pp | 77.8%-52.0pp | 68.1%-42.2pp |
| Annual return | 17.97% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| 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 | $978 | $6,405-84.7% | $14,497-93.3% | $7,339-86.7% |