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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 | $28,363 | $71,197-60.2% | $93,669-69.7% | $80,925-65.0% |
| Participation rate | 17.9% | 60.4%-42.5pp | 68.7%-50.9pp | 67.7%-49.8pp |
| Annual return | 17.53% | 11.27%+6.3pp | 133.59%-116.1pp | 35.65%-18.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $846 | $4,036-79.0% | $4,416-80.8% | $4,299-80.3% |
| Admin fee / account holder | $1,750 | $6,959-74.9% | $8,291-78.9% | $6,940-74.8% |