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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 | $211,224-87.3% | $178,505-85.0% | $145,897-81.6% |
| Participation rate | 52.9% | 80.8%-27.9pp | 77.1%-24.2pp | 80.3%-27.4pp |
| Annual return | 16.89% | 30.28%-13.4pp | 27.16%-10.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $598 | $6,966-91.4% | $6,280-90.5% | $6,689-91.1% |
| Admin fee / account holder | $5,539 | $12,109-54.3% | $10,428-46.9% | $13,390-58.6% |