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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 | $14,835 | $61,356-75.8% | $149,696-90.1% | $71,511-79.3% |
| Participation rate | 7.9% | 62.5%-54.7pp | 78.8%-70.9pp | 67.9%-60.1pp |
| Annual return | 15.25% | 35.86%-20.6pp | 134.46%-119.2pp | 28.86%-13.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $303 | $2,920-89.6% | $5,682-94.7% | $4,291-92.9% |
| Admin fee / account holder | $4,440 | $1,263+251.5% | $13,212-66.4% | $1,588+179.5% |