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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 | $81,276-81.0% | $155,574-90.1% | $80,925-81.0% |
| Participation rate | 24.4% | 66.2%-41.8pp | 78.2%-53.8pp | 67.7%-43.2pp |
| Annual return | 10.89% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $492 | $3,453-85.8% | $5,629-91.3% | $4,299-88.6% |
| Admin fee / account holder | $3,398 | $7,993-57.5% | $15,914-78.6% | $6,940-51.0% |