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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 | $48,011-68.8% | $63,803-76.5% | $82,637-81.9% |
| Participation rate | 17.2% | 66.6%-49.4pp | 72.7%-55.5pp | 68.1%-50.9pp |
| Annual return | 12.30% | 19.84%-7.5pp | 543.72%-531.4pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $646 | $2,846-77.3% | $3,843-83.2% | $4,126-84.3% |
| Admin fee / account holder | $615 | $3,873-84.1% | $5,196-88.2% | $7,339-91.6% |