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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 | $41,308 | $48,011-14.0% | $63,803-35.3% | $82,637-50.0% |
| Participation rate | 15.0% | 66.6%-51.6pp | 72.7%-57.7pp | 68.1%-53.1pp |
| Annual return | 13.39% | 19.84%-6.5pp | 543.72%-530.3pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $558 | $2,846-80.4% | $3,843-85.5% | $4,126-86.5% |
| Admin fee / account holder | $972 | $3,873-74.9% | $5,196-81.3% | $7,339-86.8% |