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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 | $12,468 | $100,139-87.5% | $85,187-85.4% | $145,884-91.5% |
| Participation rate | 35.0% | 74.1%-39.1pp | 67.5%-32.5pp | 80.3%-45.3pp |
| Annual return | 11.94% | 84.15%-72.2pp | 66.67%-54.7pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $318 | $5,296-94.0% | $4,525-93.0% | $6,690-95.3% |
| Admin fee / account holder | $4,686 | $7,262-35.5% | $6,162-24.0% | $13,392-65.0% |