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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 | $15,412 | $81,358-81.1% | $155,556-90.1% | $80,959-81.0% |
| Participation rate | 24.4% | 66.3%-41.8pp | 78.2%-53.8pp | 67.7%-43.2pp |
| Annual return | 10.89% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $492 | $3,455-85.8% | $5,631-91.3% | $4,300-88.6% |
| Admin fee / account holder | $3,398 | $7,994-57.5% | $15,885-78.6% | $6,925-50.9% |