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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 | $22,608 | $71,197-68.2% | $93,669-75.9% | $80,925-72.1% |
| Participation rate | 5.2% | 60.4%-55.2pp | 68.7%-63.6pp | 67.7%-62.5pp |
| Annual return | 14.61% | 11.27%+3.3pp | 133.59%-119.0pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $356 | $4,036-91.2% | $4,416-91.9% | $4,299-91.7% |
| Admin fee / account holder | $3,195 | $6,959-54.1% | $8,291-61.5% | $6,940-54.0% |