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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 | $24,988 | $53,127-53.0% | $86,597-71.1% | $70,131-64.4% |
| Participation rate | 38.3% | 65.3%-27.0pp | 73.5%-35.3pp | 69.5%-31.2pp |
| Annual return | 13.67% | 27.66%-14.0pp | 964.96%-951.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $509 | $2,696-81.1% | $3,609-85.9% | $3,332-84.7% |
| Admin fee / account holder | $1,594 | $3,585-55.5% | $4,906-67.5% | $4,645-65.7% |