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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 | $11,717 | $47,479-75.3% | $62,929-81.4% | $82,448-85.8% |
| Participation rate | 12.9% | 66.9%-54.0pp | 73.1%-60.2pp | 68.1%-55.2pp |
| Annual return | 17.92% | 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 | $364 | $2,870-87.3% | $3,888-90.6% | $4,139-91.2% |
| Admin fee / account holder | $1,262 | $3,804-66.8% | $5,065-75.1% | $7,234-82.6% |