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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 | $21,601 | $50,554-57.3% | $67,681-68.1% | $87,485-75.3% |
| Participation rate | 20.0% | 67.7%-47.7pp | 73.7%-53.7pp | 68.9%-48.9pp |
| Annual return | 14.50% | 17.81%-3.3pp | 590.58%-576.1pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $620 | $2,961-79.1% | $3,976-84.4% | $4,274-85.5% |
| Admin fee / account holder | $9,441 | $4,132+128.4% | $6,100+54.8% | $7,775+21.4% |