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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 | $12,818 | $37,446-65.8% | $77,513-83.5% | $79,852-83.9% |
| Participation rate | 12.1% | 41.5%-29.4pp | 54.2%-42.1pp | 69.6%-57.5pp |
| Annual return | 10.55% | 39.76%-29.2pp | 54.81%-44.3pp | 31.72%-21.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $57 | $1,261-95.5% | $1,861-96.9% | $3,740-98.5% |
| Admin fee / account holder | $733 | $2,506-70.8% | $2,859-74.4% | $5,306-86.2% |