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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 | $15,835 | $51,638-69.3% | $129,406-87.8% | $80,959-80.4% |
| Participation rate | 8.0% | 56.9%-48.9pp | 69.6%-61.6pp | 67.7%-59.7pp |
| Annual return | 22.54% | 20.78%+1.8pp | 9468.18%-9445.6pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $706 | $2,670-73.5% | $4,167-83.0% | $4,300-83.6% |
| Admin fee / account holder | $1,864 | $4,313-56.8% | $7,689-75.8% | $6,925-73.1% |