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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 | $3,100 | $51,638-94.0% | $68,368-95.5% | $82,448-96.2% |
| Participation rate | 15.5% | 63.6%-48.1pp | 73.8%-58.2pp | 68.1%-52.6pp |
| Annual return | 15.66% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $166 | $2,914-94.3% | $4,123-96.0% | $4,139-96.0% |
| Admin fee / account holder | $1,747 | $4,643-62.4% | $5,150-66.1% | $7,234-75.8% |