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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 | $19,307 | $75,541-74.4% | $152,093-87.3% | $82,637-76.6% |
| Participation rate | 3.2% | 66.5%-63.3pp | 77.8%-74.5pp | 68.1%-64.8pp |
| Annual return | 20.78% | 32.56%-11.8pp | 66.36%-45.6pp | 53.51%-32.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $97 | $3,206-97.0% | $5,451-98.2% | $4,126-97.6% |
| Admin fee / account holder | $1,846 | $6,405-71.2% | $14,497-87.3% | $7,339-74.8% |