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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 | $19,085 | $84,236-77.3% | $170,435-88.8% | $70,126-72.8% |
| Participation rate | 32.4% | 70.8%-38.5pp | 83.6%-51.2pp | 69.5%-37.2pp |
| Annual return | 15.03% | 23.06%-8.0pp | 205.94%-190.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $467 | $3,086-84.9% | $4,939-90.5% | $3,332-86.0% |
| Admin fee / account holder | $754 | $5,698-86.8% | $13,881-94.6% | $4,645-83.8% |