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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 | $22,720 | $110,212-79.4% | $96,534-76.5% | $139,466-83.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 11.56% | 26.42%-14.9pp | 25.88%-14.3pp | 373.66%-362.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $825 | $5,547-85.1% | $4,851-83.0% | $6,712-87.7% |
| Admin fee / account holder | $33,335 | $11,599+187.4% | $8,253+303.9% | $11,409+192.2% |