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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 | $100,147-91.4% | $81,286-89.4% | $145,877-94.1% |
| Participation rate | 46.2% | 74.2%-28.1pp | 69.5%-23.4pp | 80.3%-34.1pp |
| Annual return | 12.56% | 34.44%-21.9pp | 24.80%-12.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $17 | $4,607-99.6% | $3,883-99.6% | $6,691-99.7% |
| Admin fee / account holder | $1,630 | $8,201-80.1% | $5,764-71.7% | $13,402-87.8% |