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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 | $110,337-86.9% | $102,383-85.9% | $145,877-90.1% |
| Participation rate | 16.7% | 77.9%-61.3pp | 74.5%-57.8pp | 80.3%-63.6pp |
| Annual return | 14.86% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $51 | $5,621-99.1% | $5,060-99.0% | $6,691-99.2% |
| Admin fee / account holder | $6,504 | $9,750-33.3% | $8,391-22.5% | $13,402-51.5% |