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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 | $20,258 | $81,358-75.1% | $155,556-87.0% | $80,959-75.0% |
| Participation rate | 6.0% | 66.3%-60.2pp | 78.2%-72.2pp | 67.7%-61.6pp |
| Annual return | 10.64% | 33.39%-22.7pp | 64.84%-54.2pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $188 | $3,455-94.6% | $5,631-96.7% | $4,300-95.6% |
| Admin fee / account holder | $1,058 | $7,994-86.8% | $15,885-93.3% | $6,925-84.7% |