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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 | $28,469 | $102,422-72.2% | $147,117-80.6% | $80,959-64.8% |
| Participation rate | 20.9% | 75.9%-54.9pp | 82.2%-61.3pp | 67.7%-46.7pp |
| Annual return | 14.18% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $380 | $6,652-94.3% | $8,065-95.3% | $4,300-91.2% |
| Admin fee / account holder | $1,293 | $7,953-83.7% | $12,993-90.0% | $6,925-81.3% |