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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 | $23,141 | $53,128-56.4% | $86,582-73.3% | $70,126-67.0% |
| Participation rate | 55.7% | 65.3%-9.6pp | 73.5%-17.8pp | 69.5%-13.8pp |
| Annual return | 17.90% | 27.66%-9.8pp | 965.08%-947.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $767 | $2,695-71.5% | $3,609-78.7% | $3,332-77.0% |
| Admin fee / account holder | $3,884 | $3,584+8.4% | $4,904-20.8% | $4,645-16.4% |