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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 | $16,481 | $64,311-74.4% | $57,356-71.3% | $125,389-86.9% |
| Participation rate | 44.4% | 78.6%-34.2pp | 75.1%-30.6pp | 83.2%-38.7pp |
| Annual return | 1.04% | 25.14%-24.1pp | 24.41%-23.4pp | 282.24%-281.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $716 | $3,846-81.4% | $3,162-77.4% | $5,352-86.6% |
| Admin fee / account holder | $536 | $5,243-89.8% | $3,357-84.0% | $9,541-94.4% |