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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 | $18,677 | $77,638-75.9% | $156,551-88.1% | $62,881-70.3% |
| Participation rate | 27.6% | 71.2%-43.6pp | 84.0%-56.4pp | 69.3%-41.7pp |
| Annual return | 5.52% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $758 | $3,046-75.1% | $4,871-84.4% | $3,203-76.3% |
| Admin fee / account holder | $1,474 | $5,561-73.5% | $13,028-88.7% | $4,296-65.7% |