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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 | $29,168 | $81,233-64.1% | $155,567-81.3% | $80,874-63.9% |
| Participation rate | 10.5% | 66.2%-55.7pp | 78.2%-67.7pp | 67.6%-57.1pp |
| Annual return | 15.67% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-19.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $445 | $3,452-87.1% | $5,628-92.1% | $4,297-89.6% |
| Admin fee / account holder | $851 | $7,998-89.4% | $15,916-94.7% | $6,935-87.7% |