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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 | $14,011 | $85,171-83.5% | $172,753-91.9% | $72,976-80.8% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 18.43% | 27.32%-8.9pp | 803.00%-784.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $588 | $3,260-82.0% | $5,198-88.7% | $3,608-83.7% |
| Admin fee / account holder | $2,017 | $5,880-65.7% | $13,956-85.5% | $5,124-60.6% |