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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 | $10,148 | $47,479-78.6% | $62,929-83.9% | $82,448-87.7% |
| Participation rate | 21.2% | 66.9%-45.7pp | 73.1%-51.9pp | 68.1%-46.9pp |
| Annual return | 17.91% | 20.34%-2.4pp | 1063.93%-1046.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $508 | $2,870-82.3% | $3,888-86.9% | $4,139-87.7% |
| Admin fee / account holder | $1,406 | $3,804-63.0% | $5,065-72.2% | $7,234-80.6% |