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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 | $20,660 | $49,896-58.6% | $80,627-74.4% | $75,173-72.5% |
| Participation rate | 28.6% | 55.3%-26.8pp | 67.0%-38.4pp | 67.2%-38.6pp |
| Annual return | 16.12% | 34.67%-18.6pp | 936.76%-920.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $671 | $2,992-77.6% | $4,443-84.9% | $4,126-83.7% |
| Admin fee / account holder | $392 | $3,578-89.0% | $5,381-92.7% | $5,651-93.1% |