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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 | $24,110 | $48,314-50.1% | $67,561-64.3% | $80,925-70.2% |
| Participation rate | 16.7% | 66.4%-49.7pp | 72.9%-56.2pp | 67.7%-51.0pp |
| Annual return | 14.90% | 18.28%-3.4pp | 3525.44%-3510.5pp | 35.65%-20.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $500 | $2,927-82.9% | $4,003-87.5% | $4,299-88.4% |
| Admin fee / account holder | $991 | $3,690-73.1% | $4,006-75.3% | $6,940-85.7% |