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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 | $24,720 | $50,554-51.1% | $67,681-63.5% | $87,485-71.7% |
| Participation rate | 28.0% | 67.7%-39.7pp | 73.7%-45.7pp | 68.9%-40.9pp |
| Annual return | 16.27% | 17.81%-1.5pp | 590.58%-574.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $366 | $2,961-87.7% | $3,976-90.8% | $4,274-91.4% |
| Admin fee / account holder | $5,582 | $4,132+35.1% | $6,100-8.5% | $7,775-28.2% |