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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 | $58,241-65.8% | $81,780-75.7% | $80,911-75.4% |
| Participation rate | 34.2% | 63.4%-29.2pp | 72.4%-38.2pp | 67.6%-33.4pp |
| Annual return | 16.50% | 41.73%-25.2pp | 776.27%-759.8pp | 35.63%-19.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $601 | $3,283-81.7% | $4,321-86.1% | $4,297-86.0% |
| Admin fee / account holder | $3,153 | $4,973-36.6% | $7,384-57.3% | $6,935-54.5% |