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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 | $39,277 | $60,442-35.0% | $96,754-59.4% | $87,485-55.1% |
| Participation rate | 3.0% | 58.7%-55.7pp | 70.3%-67.2pp | 68.9%-65.9pp |
| Annual return | 13.53% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $80 | $3,280-97.6% | $4,758-98.3% | $4,274-98.1% |
| Admin fee / account holder | $2,091 | $5,069-58.8% | $8,905-76.5% | $7,775-73.1% |