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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 | $28,912 | $118,488-75.6% | $98,462-70.6% | $139,487-79.3% |
| Participation rate | 36.4% | 77.5%-41.1pp | 75.2%-38.8pp | 80.3%-44.0pp |
| Annual return | 13.27% | 18.96%-5.7pp | 21.17%-7.9pp | 373.84%-360.6pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $845 | $5,393-84.3% | $4,738-82.2% | $6,713-87.4% |
| Admin fee / account holder | $16,455 | $13,868+18.6% | $8,875+85.4% | $11,407+44.2% |