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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 | $25,570 | $53,837-52.5% | $75,714-66.2% | $85,847-70.2% |
| Participation rate | 14.5% | 69.1%-54.5pp | 74.8%-60.3pp | 69.3%-54.8pp |
| Annual return | 13.14% | 24.54%-11.4pp | 104.62%-91.5pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $557 | $2,895-80.8% | $3,820-85.4% | $3,952-85.9% |
| Admin fee / account holder | $601 | $3,339-82.0% | $3,619-83.4% | $6,261-90.4% |