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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 | $23,610 | $91,198-74.1% | $178,503-86.8% | $79,856-70.4% |
| Participation rate | 11.1% | 69.2%-58.1pp | 81.9%-70.8pp | 69.6%-58.5pp |
| Annual return | 13.31% | 24.20%-10.9pp | 151.12%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $622 | $3,237-80.8% | $5,202-88.0% | $3,741-83.4% |
| Admin fee / account holder | $16,330 | $6,748+142.0% | $13,987+16.7% | $5,306+207.7% |