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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 | $28,696 | $124,346-76.9% | $111,308-74.2% | $167,536-82.9% |
| Participation rate | 58.8% | 79.6%-20.8pp | 77.3%-18.5pp | 82.1%-23.3pp |
| Annual return | 11.98% | 37.45%-25.5pp | 54.67%-42.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,071 | $5,182-79.3% | $4,487-76.1% | $6,342-83.1% |
| Admin fee / account holder | $4,036 | $10,621-62.0% | $7,965-49.3% | $12,315-67.2% |