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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 | $19,905 | $58,311-65.9% | $81,882-75.7% | $80,959-75.4% |
| Participation rate | 34.2% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.5pp |
| Annual return | 16.50% | 41.85%-25.3pp | 779.47%-763.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $601 | $3,287-81.7% | $4,323-86.1% | $4,300-86.0% |
| Admin fee / account holder | $3,153 | $4,752-33.7% | $7,360-57.2% | $6,925-54.5% |