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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 | $23,732 | $58,241-59.3% | $81,780-71.0% | $80,911-70.7% |
| Participation rate | 17.3% | 63.4%-46.1pp | 72.4%-55.0pp | 67.6%-50.3pp |
| Annual return | 30.69% | 41.73%-11.0pp | 776.27%-745.6pp | 35.63%-4.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $623 | $3,283-81.0% | $4,321-85.6% | $4,297-85.5% |
| Admin fee / account holder | $2,697 | $4,973-45.8% | $7,384-63.5% | $6,935-61.1% |