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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 | $24,208 | $63,346-61.8% | $92,240-73.8% | $70,126-65.5% |
| Participation rate | 19.4% | 68.7%-49.2pp | 76.5%-57.0pp | 69.5%-50.1pp |
| Annual return | 15.68% | 530.19%-514.5pp | 176.29%-160.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $936 | $2,854-67.2% | $3,897-76.0% | $3,332-71.9% |
| Admin fee / account holder | $3,662 | $3,841-4.7% | $5,194-29.5% | $4,645-21.2% |