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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 | $10,486 | $77,908-86.5% | $149,696-93.0% | $75,173-86.1% |
| Participation rate | 22.4% | 65.6%-43.2pp | 78.8%-56.4pp | 67.2%-44.8pp |
| Annual return | 20.07% | 31.73%-11.7pp | 134.46%-114.4pp | 160.72%-140.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $544 | $3,411-84.0% | $5,682-90.4% | $4,126-86.8% |
| Admin fee / account holder | $585 | $5,950-90.2% | $13,212-95.6% | $5,651-89.6% |