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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 | $12,870 | $23,330-44.8% | $64,489-80.0% | $82,448-84.4% |
| Participation rate | 13.6% | 68.3%-54.7pp | 67.7%-54.1pp | 68.1%-54.5pp |
| Annual return | 14.19% | 83.66%-69.5pp | 55.03%-40.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $506 | $1,707-70.4% | $2,778-81.8% | $4,139-87.8% |
| Admin fee / account holder | $1,472 | $2,946-50.0% | $4,260-65.4% | $7,234-79.6% |