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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 | $56,063-65.6% | $76,051-74.7% | $80,911-76.2% |
| Participation rate | 50.0% | 62.0%-12.0pp | 69.1%-19.1pp | 67.6%-17.6pp |
| Annual return | 10.20% | 20.54%-10.3pp | 360.42%-350.2pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $443 | $3,052-85.5% | $4,257-89.6% | $4,297-89.7% |
| Admin fee / account holder | $769 | $5,240-85.3% | $6,416-88.0% | $6,935-88.9% |