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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 | $16,221 | $110,410-85.3% | $102,437-84.2% | $145,897-88.9% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.3pp |
| Annual return | 11.56% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,388 | $5,622-75.3% | $5,060-72.6% | $6,689-79.3% |
| Admin fee / account holder | $1,432 | $9,745-85.3% | $8,388-82.9% | $13,390-89.3% |