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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 | $16,364 | $211,288-92.3% | $178,540-90.8% | $145,884-88.8% |
| Participation rate | 14.3% | 80.8%-66.5pp | 77.1%-62.8pp | 80.3%-66.0pp |
| Annual return | 7.84% | 30.27%-22.4pp | 27.15%-19.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $84 | $6,967-98.8% | $6,281-98.7% | $6,690-98.8% |
| Admin fee / account holder | $1,386 | $12,105-88.5% | $10,424-86.7% | $13,392-89.6% |