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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 | $15,089 | $43,496-65.3% | $161,489-90.7% | $64,340-76.5% |
| Participation rate | 12.8% | 53.5%-40.8pp | 78.7%-65.9pp | 55.2%-42.5pp |
| Annual return | 18.31% | 20.76%-2.4pp | 89.72%-71.4pp | 24.14%-5.8pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $375 | $1,996-81.2% | $5,630-93.3% | $2,980-87.4% |
| Admin fee / account holder | $960 | $2,330-58.8% | $16,006-94.0% | $3,703-74.1% |