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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 | $26,799 | $211,239-87.3% | $178,528-85.0% | $145,877-81.6% |
| Participation rate | 52.9% | 80.8%-27.9pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 16.89% | 30.22%-13.3pp | 27.11%-10.2pp | 551.28%-534.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $598 | $6,963-91.4% | $6,278-90.5% | $6,691-91.1% |
| Admin fee / account holder | $5,539 | $12,095-54.2% | $10,419-46.8% | $13,402-58.7% |