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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 | $15,064 | $91,198-83.5% | $178,503-91.6% | $79,856-81.1% |
| Participation rate | 23.0% | 69.2%-46.2pp | 81.9%-59.0pp | 69.6%-46.7pp |
| Annual return | 11.15% | 24.20%-13.0pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $855 | $3,237-73.6% | $5,202-83.6% | $3,741-77.1% |
| Admin fee / account holder | $1,919 | $6,748-71.6% | $13,987-86.3% | $5,306-63.8% |