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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 | $13,612 | $162,529-91.6% | $130,788-89.6% | $154,746-91.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 16.40% | 510.48%-494.1pp | 386.44%-370.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $345 | $4,808-92.8% | $4,137-91.7% | $6,730-94.9% |
| Admin fee / account holder | $2,489 | $7,669-67.6% | $6,673-62.7% | $14,365-82.7% |