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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 | $21,251 | $48,364-56.1% | $71,796-70.4% | $62,881-66.2% |
| Participation rate | 31.3% | 60.6%-29.4pp | 69.1%-37.9pp | 69.3%-38.1pp |
| Annual return | 5.32% | 13.16%-7.8pp | 78.04%-72.7pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $334 | $2,091-84.0% | $2,794-88.0% | $3,203-89.6% |
| Admin fee / account holder | $1,458 | $3,771-61.3% | $4,815-69.7% | $4,296-66.1% |