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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 | $58,258-65.8% | $81,820-75.7% | $80,925-75.4% |
| Participation rate | 34.2% | 63.5%-29.3pp | 72.4%-38.2pp | 67.7%-33.4pp |
| Annual return | 16.50% | 41.76%-25.3pp | 777.93%-761.4pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $601 | $3,284-81.7% | $4,323-86.1% | $4,299-86.0% |
| Admin fee / account holder | $3,153 | $4,976-36.6% | $7,391-57.3% | $6,940-54.6% |