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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 | $23,566 | $55,457-57.5% | $77,361-69.5% | $94,015-74.9% |
| Participation rate | 27.1% | 69.8%-42.7pp | 75.0%-47.9pp | 70.8%-43.7pp |
| Annual return | 10.71% | 15.57%-4.9pp | 1011.54%-1000.8pp | 17.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $800 | $3,069-73.9% | $3,911-79.5% | $4,249-81.2% |
| Admin fee / account holder | $965 | $4,334-77.7% | $5,894-83.6% | $8,951-89.2% |