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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 | $12,472 | $29,319-57.5% | $52,425-76.2% | $82,448-84.9% |
| Participation rate | 5.4% | 46.9%-41.4pp | 55.6%-50.2pp | 68.1%-62.7pp |
| Annual return | 18.04% | 535.20%-517.2pp | 302.12%-284.1pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $92 | $1,171-92.2% | $1,790-94.9% | $4,139-97.8% |
| Admin fee / account holder | $1,907 | $1,962-2.8% | $2,495-23.6% | $7,234-73.6% |