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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 | $19,858 | $75,541-73.7% | $152,093-86.9% | $82,637-76.0% |
| Participation rate | 15.3% | 66.5%-51.3pp | 77.8%-62.5pp | 68.1%-52.8pp |
| Annual return | 26.88% | 32.56%-5.7pp | 66.36%-39.5pp | 53.51%-26.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $765 | $3,206-76.1% | $5,451-86.0% | $4,126-81.5% |
| Admin fee / account holder | $615 | $6,405-90.4% | $14,497-95.8% | $7,339-91.6% |