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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 | $23,112 | $77,638-70.2% | $156,551-85.2% | $62,881-63.2% |
| Participation rate | 23.2% | 71.2%-48.0pp | 84.0%-60.8pp | 69.3%-46.1pp |
| Annual return | 6.32% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $597 | $3,046-80.4% | $4,871-87.7% | $3,203-81.4% |
| Admin fee / account holder | $657 | $5,561-88.2% | $13,028-95.0% | $4,296-84.7% |