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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 | $15,135 | $77,638-80.5% | $156,551-90.3% | $62,881-75.9% |
| Participation rate | 21.3% | 71.2%-49.9pp | 84.0%-62.7pp | 69.3%-48.0pp |
| Annual return | 9.39% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $254 | $3,046-91.7% | $4,871-94.8% | $3,203-92.1% |
| Admin fee / account holder | $841 | $5,561-84.9% | $13,028-93.5% | $4,296-80.4% |