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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 | $38,706 | $52,279-26.0% | $89,435-56.7% | $79,856-51.5% |
| Participation rate | 2.3% | 57.5%-55.2pp | 68.0%-65.7pp | 69.6%-67.3pp |
| Annual return | 12.49% | 22.16%-9.7pp | 245.55%-233.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $60 | $2,740-97.8% | $3,890-98.4% | $3,741-98.4% |
| Admin fee / account holder | $314 | $3,356-90.6% | $4,884-93.6% | $5,306-94.1% |