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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 | $21,301 | $53,127-59.9% | $86,597-75.4% | $70,131-69.6% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 16.37% | 27.66%-11.3pp | 964.96%-948.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $716 | $2,696-73.4% | $3,609-80.1% | $3,332-78.5% |
| Admin fee / account holder | $570 | $3,585-84.1% | $4,906-88.4% | $4,645-87.7% |