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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 | $15,343 | $49,896-69.2% | $80,627-81.0% | $75,173-79.6% |
| Participation rate | 17.4% | 55.3%-37.9pp | 67.0%-49.6pp | 67.2%-49.8pp |
| Annual return | 16.54% | 34.67%-18.1pp | 936.76%-920.2pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $382 | $2,992-87.2% | $4,443-91.4% | $4,126-90.8% |
| Admin fee / account holder | $2,582 | $3,578-27.8% | $5,381-52.0% | $5,651-54.3% |