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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 | $38,463 | $48,314-20.4% | $67,561-43.1% | $80,925-52.5% |
| Participation rate | 18.8% | 66.4%-47.6pp | 72.9%-54.1pp | 67.7%-48.8pp |
| Annual return | 17.70% | 18.28%-0.6pp | 3525.44%-3507.7pp | 35.65%-17.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $733 | $2,927-75.0% | $4,003-81.7% | $4,299-83.0% |
| Admin fee / account holder | $10,942 | $3,690+196.6% | $4,006+173.2% | $6,940+57.7% |