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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 | $27,745 | $84,236-67.1% | $170,435-83.7% | $70,126-60.4% |
| Participation rate | 16.9% | 70.8%-54.0pp | 83.6%-66.7pp | 69.5%-52.7pp |
| Annual return | 14.78% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $278 | $3,086-91.0% | $4,939-94.4% | $3,332-91.7% |
| Admin fee / account holder | $665 | $5,698-88.3% | $13,881-95.2% | $4,645-85.7% |