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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 | $36,973 | $58,311-36.6% | $81,882-54.8% | $80,959-54.3% |
| Participation rate | 9.4% | 63.5%-54.1pp | 72.4%-63.0pp | 67.7%-58.2pp |
| Annual return | 20.81% | 41.85%-21.0pp | 779.47%-758.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $354 | $2,347-84.9% | $2,916-87.9% | $2,757-87.2% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $350 | $4,752-92.6% | $7,360-95.2% | $6,925-94.9% |