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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 | $16,825 | $77,638-78.3% | $156,551-89.3% | $62,881-73.2% |
| Participation rate | 51.2% | 71.2%-20.0pp | 84.0%-32.9pp | 69.3%-18.1pp |
| Annual return | 7.29% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $464 | $3,046-84.8% | $4,871-90.5% | $3,203-85.5% |
| Admin fee / account holder | $2,575 | $5,561-53.7% | $13,028-80.2% | $4,296-40.1% |