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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 | $22,333 | $116,434-80.8% | $65,583-65.9% | $139,487-84.0% |
| Participation rate | 30.0% | 67.9%-37.9pp | 65.0%-35.0pp | 80.3%-50.3pp |
| Annual return | 10.09% | 31.34%-21.2pp | 47.46%-37.4pp | 373.84%-363.8pp |
| Employer contribution / active EE | $1,520 | $2,602-41.6% | $1,692-10.2% | $4,755-68.0% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $2,833-100.0% | $6,713-100.0% |
| Admin fee / account holder | $753 | $6,696-88.8% | $4,112-81.7% | $11,407-93.4% |