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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 | $29,771 | $48,337-38.4% | $67,560-55.9% | $80,959-63.2% |
| Participation rate | 59.0% | 66.4%-7.4pp | 72.9%-13.9pp | 67.7%-8.7pp |
| Annual return | 12.14% | 18.26%-6.1pp | 3533.50%-3521.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $693 | $2,023-65.8% | $2,737-74.7% | $2,757-74.9% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,871 | $3,695-49.4% | $3,994-53.2% | $6,925-73.0% |