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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 | $18,788 | $91,179-79.4% | $178,499-89.5% | $79,852-76.5% |
| Participation rate | 58.1% | 69.2%-11.1pp | 81.9%-23.9pp | 69.6%-11.6pp |
| Annual return | 15.15% | 24.19%-9.0pp | 151.10%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $394 | $3,236-87.8% | $5,202-92.4% | $3,740-89.5% |
| Admin fee / account holder | $3,093 | $6,749-54.2% | $13,986-77.9% | $5,306-41.7% |