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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 | $77,814-74.5% | $158,223-87.4% | $86,983-77.2% |
| Participation rate | 15.3% | 68.4%-53.2pp | 79.2%-63.9pp | 69.5%-54.3pp |
| Annual return | 26.88% | 30.54%-3.7pp | 52.09%-25.2pp | 25.83%+1.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $765 | $3,270-76.6% | $5,467-86.0% | $4,194-81.8% |
| Admin fee / account holder | $615 | $5,879-89.5% | $16,047-96.2% | $7,856-92.2% |