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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 | $38,010 | $50,554-24.8% | $67,681-43.8% | $87,485-56.6% |
| Participation rate | 11.1% | 67.7%-56.6pp | 73.7%-62.6pp | 68.9%-57.8pp |
| Annual return | 15.23% | 17.81%-2.6pp | 590.58%-575.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $124 | $2,961-95.8% | $3,976-96.9% | $4,274-97.1% |
| Admin fee / account holder | $1,707 | $4,132-58.7% | $6,100-72.0% | $7,775-78.0% |