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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 | $48,011-75.6% | $63,803-81.6% | $82,637-85.8% |
| Participation rate | 12.9% | 66.6%-53.7pp | 72.7%-59.8pp | 68.1%-55.2pp |
| Annual return | 17.92% | 19.84%-1.9pp | 543.72%-525.8pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $364 | $2,846-87.2% | $3,843-90.5% | $4,126-91.2% |
| Admin fee / account holder | $1,262 | $3,873-67.4% | $5,196-75.7% | $7,339-82.8% |