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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 | $21,356 | $48,046-55.6% | $84,610-74.8% | $72,986-70.7% |
| Participation rate | 9.3% | 57.6%-48.2pp | 68.2%-58.9pp | 69.5%-60.2pp |
| Annual return | 28.77% | 37.38%-8.6pp | 258.74%-230.0pp | 81.01%-52.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $396 | $2,680-85.2% | $3,899-89.8% | $3,607-89.0% |
| Admin fee / account holder | $384 | $3,395-88.7% | $4,912-92.2% | $5,124-92.5% |