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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 | $27,147 | $107,944-74.9% | $91,994-70.5% | $152,885-82.2% |
| Participation rate | 35.0% | 81.2%-46.2pp | 78.6%-43.6pp | 82.5%-47.5pp |
| Annual return | 21.29% | 89.26%-68.0pp | 69.03%-47.7pp | 345.39%-324.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $196 | $6,365-96.9% | $5,923-96.7% | $5,851-96.6% |
| Admin fee / account holder | $2,530 | $10,521-76.0% | $7,743-67.3% | $11,598-78.2% |