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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 | $16,850 | $77,638-78.3% | $156,551-89.2% | $62,881-73.2% |
| Participation rate | 62.5% | 71.2%-8.7pp | 84.0%-21.5pp | 69.3%-6.8pp |
| Annual return | 7.58% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,459 | $3,444-57.6% | $5,501-73.5% | $2,281-36.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $401 | $5,561-92.8% | $13,028-96.9% | $4,296-90.7% |