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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 | $8,429 | $29,319-71.2% | $52,425-83.9% | $82,448-89.8% |
| Participation rate | 5.4% | 46.9%-41.5pp | 55.6%-50.3pp | 68.1%-62.7pp |
| Annual return | 24.63% | 535.20%-510.6pp | 302.12%-277.5pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $168 | $1,171-85.7% | $1,790-90.6% | $4,139-95.9% |
| Admin fee / account holder | $3,206 | $1,962+63.4% | $2,495+28.5% | $7,234-55.7% |