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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 | $15,015 | $48,053-68.8% | $84,628-82.3% | $72,975-79.4% |
| Participation rate | 11.6% | 57.6%-45.9pp | 68.2%-56.6pp | 69.5%-57.9pp |
| Annual return | 37.11% | 37.39%-0.3pp | 258.80%-221.7pp | 81.01%-43.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $616 | $2,681-77.0% | $3,900-84.2% | $3,608-82.9% |
| Admin fee / account holder | $1,729 | $3,395-49.1% | $4,914-64.8% | $5,124-66.3% |