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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 | $20,701 | $77,638-73.3% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 64.9% | 71.2%-6.3pp | 84.0%-19.1pp | 69.3%-4.4pp |
| Annual return | 5.35% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,118 | $3,444-67.5% | $5,501-79.7% | $2,281-51.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $825 | $5,561-85.2% | $13,028-93.7% | $4,296-80.8% |