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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 | $14,968 | $51,184-70.8% | $66,439-77.5% | $86,983-82.8% |
| Participation rate | 17.2% | 68.5%-51.3pp | 74.5%-57.3pp | 69.5%-52.4pp |
| Annual return | 12.30% | 17.07%-4.8pp | 757.66%-745.4pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $646 | $2,927-77.9% | $3,876-83.3% | $4,194-84.6% |
| Admin fee / account holder | $615 | $4,154-85.2% | $6,173-90.0% | $7,856-92.2% |