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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 | $28,499 | $50,554-43.6% | $67,681-57.9% | $87,485-67.4% |
| Participation rate | 6.6% | 67.7%-61.1pp | 73.7%-67.1pp | 68.9%-62.3pp |
| Annual return | 16.00% | 17.81%-1.8pp | 590.58%-574.6pp | 26.06%-10.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $387 | $2,961-86.9% | $3,976-90.3% | $4,274-91.0% |
| Admin fee / account holder | $585 | $4,132-85.8% | $6,100-90.4% | $7,775-92.5% |