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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 | $21,991 | $99,079-77.8% | $78,002-71.8% | $273,972-92.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.5%-32.7pp | 83.0%-40.2pp |
| Annual return | 6.45% | 217.93%-211.5pp | 425.99%-419.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $737 | $4,306-82.9% | $3,497-78.9% | $5,287-86.1% |
| Admin fee / account holder | $3,632 | $8,954-59.4% | $5,481-33.7% | $10,133-64.2% |