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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 | $29,819 | $45,900-35.0% | $94,057-68.3% | $64,340-53.7% |
| Participation rate | 16.2% | 50.6%-34.4pp | 73.3%-57.1pp | 55.2%-39.0pp |
| Annual return | 14.71% | 50.47%-35.8pp | 480.62%-465.9pp | 24.14%-9.4pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $290 | $2,102-86.2% | $4,709-93.8% | $2,980-90.3% |
| Admin fee / account holder | $3,354 | $3,143+6.7% | $7,244-53.7% | $3,703-9.4% |