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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 | $44,683 | $45,109-0.9% | $85,187-47.5% | $77,736-42.5% |
| Participation rate | 8.9% | 48.7%-39.7pp | 67.5%-58.6pp | 70.6%-61.7pp |
| Annual return | 12.52% | 79.55%-67.0pp | 66.67%-54.1pp | 31.26%-18.7pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,732-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $282 | $2,814-90.0% | $4,525-93.8% | $4,651-93.9% |
| Admin fee / account holder | $1,104 | $915+20.6% | $6,162-82.1% | $433+154.7% |