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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 | $16,750 | $61,166-72.6% | $185,849-91.0% | $79,391-78.9% |
| Participation rate | 8.1% | 66.6%-58.5pp | 81.7%-73.6pp | 70.7%-62.6pp |
| Annual return | 14.85% | 19.45%-4.6pp | 122.10%-107.3pp | 116.88%-102.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $583 | $2,789-79.1% | $5,569-89.5% | $4,046-85.6% |
| Admin fee / account holder | $603 | $710-15.0% | $16,244-96.3% | $627-3.8% |