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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 | $17,556 | $68,681-74.4% | $86,625-79.7% | $85,851-79.6% |
| Participation rate | 9.5% | 66.4%-56.8pp | 71.6%-62.1pp | 69.3%-59.8pp |
| Annual return | 13.76% | 20.12%-6.4pp | 63.52%-49.8pp | 318.63%-304.9pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $201 | $2,919-93.1% | $3,700-94.6% | $3,952-94.9% |
| Admin fee / account holder | $1,990 | $5,974-66.7% | $5,830-65.9% | $6,261-68.2% |