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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 | $19,267 | $55,902-65.5% | $76,030-74.7% | $80,959-76.2% |
| Participation rate | 50.0% | 62.1%-12.1pp | 69.1%-19.1pp | 67.7%-17.7pp |
| Annual return | 10.20% | 20.59%-10.4pp | 361.54%-351.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $443 | $3,051-85.5% | $4,257-89.6% | $4,300-89.7% |
| Admin fee / account holder | $769 | $5,239-85.3% | $6,421-88.0% | $6,925-88.9% |