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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 | $14,407 | $110,410-87.0% | $102,437-85.9% | $145,897-90.1% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 14.86% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $51 | $5,622-99.1% | $5,060-99.0% | $6,689-99.2% |
| Admin fee / account holder | $6,504 | $9,745-33.3% | $8,388-22.5% | $13,390-51.4% |