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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 | $13,074 | $104,709-87.5% | $85,705-84.7% | $167,553-92.2% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 10.71% | 21.45%-10.7pp | 21.49%-10.8pp | 478.89%-468.2pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,066 | $4,827-77.9% | $3,924-72.8% | $6,343-83.2% |
| Admin fee / account holder | $3,149 | $10,036-68.6% | $6,877-54.2% | $12,316-74.4% |