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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 | $32,914 | $53,063-38.0% | $124,206-73.5% | $82,637-60.2% |
| Participation rate | 26.1% | 58.4%-32.3pp | 69.6%-43.4pp | 68.1%-41.9pp |
| Annual return | 16.26% | 68.87%-52.6pp | 515.27%-499.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $603 | $2,644-77.2% | $3,968-84.8% | $4,126-85.4% |
| Admin fee / account holder | $3,219 | $4,281-24.8% | $5,929-45.7% | $7,339-56.1% |