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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 | $21,817 | $100,139-78.2% | $85,187-74.4% | $145,884-85.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 11.17% | 84.15%-73.0pp | 66.67%-55.5pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $382 | $5,296-92.8% | $4,525-91.6% | $6,690-94.3% |
| Admin fee / account holder | $1,406 | $7,262-80.6% | $6,162-77.2% | $13,392-89.5% |