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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 | $32,689 | $58,311-43.9% | $81,882-60.1% | $80,959-59.6% |
| Participation rate | 20.8% | 63.5%-42.7pp | 72.4%-51.6pp | 67.7%-46.8pp |
| Annual return | 10.89% | 41.85%-31.0pp | 779.47%-768.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $461 | $3,287-86.0% | $4,323-89.3% | $4,300-89.3% |
| Admin fee / account holder | $1,855 | $4,752-61.0% | $7,360-74.8% | $6,925-73.2% |