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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 | $10,862 | $81,276-86.6% | $155,574-93.0% | $80,925-86.6% |
| Participation rate | 26.3% | 66.2%-39.9pp | 78.2%-51.9pp | 67.7%-41.3pp |
| Annual return | 32.54% | 33.36%-0.8pp | 64.87%-32.3pp | 35.65%-3.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $707 | $3,453-79.5% | $5,629-87.4% | $4,299-83.5% |
| Admin fee / account holder | $404 | $7,993-94.9% | $15,914-97.5% | $6,940-94.2% |