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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 | $26,775 | $149,679-82.1% | $117,039-77.1% | $147,586-81.9% |
| Participation rate | 21.7% | 83.5%-61.7pp | 77.2%-55.4pp | 82.8%-61.1pp |
| Annual return | 10.36% | 19.31%-9.0pp | 18.95%-8.6pp | 578.59%-568.2pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $440 | $4,912-91.1% | $3,929-88.8% | $5,439-91.9% |
| Admin fee / account holder | $3,865 | $7,856-50.8% | $5,974-35.3% | $10,886-64.5% |