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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 | $19,941 | $48,053-58.5% | $84,637-76.4% | $72,976-72.7% |
| Participation rate | 28.3% | 57.6%-29.2pp | 68.2%-39.9pp | 69.5%-41.2pp |
| Annual return | 18.79% | 37.39%-18.6pp | 258.82%-240.0pp | 81.02%-62.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $283 | $2,681-89.4% | $3,900-92.7% | $3,608-92.2% |
| Admin fee / account holder | $686 | $3,395-79.8% | $4,914-86.0% | $5,124-86.6% |