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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 | $8,138 | $59,440-86.3% | $78,004-89.6% | $82,637-90.2% |
| Participation rate | 7.9% | 62.8%-54.9pp | 69.4%-61.6pp | 68.1%-60.2pp |
| Annual return | 18.35% | 40.24%-21.9pp | 31.07%-12.7pp | 53.51%-35.2pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $242 | $3,138-92.3% | $4,092-94.1% | $4,126-94.1% |
| Admin fee / account holder | $3,688 | $5,504-33.0% | $7,578-51.3% | $7,339-49.8% |