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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 | $8,646 | $100,262-91.4% | $81,370-89.4% | $145,897-94.1% |
| Participation rate | 46.2% | 74.3%-28.1pp | 69.5%-23.4pp | 80.3%-34.2pp |
| Annual return | 12.56% | 34.52%-22.0pp | 24.85%-12.3pp | 552.29%-539.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17 | $4,612-99.6% | $3,885-99.6% | $6,689-99.7% |
| Admin fee / account holder | $1,630 | $8,163-80.0% | $5,749-71.6% | $13,390-87.8% |