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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 | $19,507 | $103,008-81.1% | $90,304-78.4% | $152,897-87.2% |
| Participation rate | 20.0% | 75.9%-55.9pp | 73.3%-53.3pp | 82.5%-62.5pp |
| Annual return | 14.73% | 95.22%-80.5pp | 78.13%-63.4pp | 345.43%-330.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $120 | $4,281-97.2% | $3,885-96.9% | $5,851-97.9% |
| Admin fee / account holder | $3,443 | $6,175-44.2% | $5,354-35.7% | $11,599-70.3% |