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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 | $33,356 | $55,902-40.3% | $76,030-56.1% | $80,959-58.8% |
| Participation rate | 11.8% | 62.1%-50.3pp | 69.1%-57.3pp | 67.7%-55.9pp |
| Annual return | 15.28% | 20.59%-5.3pp | 361.54%-346.3pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $467 | $3,051-84.7% | $4,257-89.0% | $4,300-89.1% |
| Admin fee / account holder | $1,306 | $5,239-75.1% | $6,421-79.7% | $6,925-81.1% |