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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 | $20,966 | $61,338-65.8% | $149,717-86.0% | $71,495-70.7% |
| Participation rate | 24.5% | 62.5%-38.0pp | 78.8%-54.2pp | 67.9%-43.4pp |
| Annual return | 15.14% | 35.86%-20.7pp | 134.41%-119.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $644 | $2,919-78.0% | $5,682-88.7% | $4,291-85.0% |
| Admin fee / account holder | $3,213 | $1,263+154.5% | $13,213-75.7% | $1,588+102.4% |