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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 | $10,922 | $103,038-89.4% | $90,324-87.9% | $152,909-92.9% |
| Participation rate | 47.4% | 75.9%-28.5pp | 73.3%-25.9pp | 82.5%-35.1pp |
| Annual return | 16.94% | 95.25%-78.3pp | 78.15%-61.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $486 | $4,282-88.7% | $3,885-87.5% | $5,851-91.7% |
| Admin fee / account holder | $608 | $6,177-90.2% | $5,356-88.6% | $11,601-94.8% |