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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 | $24,401 | $125,184-80.5% | $105,607-76.9% | $145,884-83.3% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 11.60% | 225.00%-213.4pp | 116.11%-104.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $861 | $5,714-84.9% | $5,011-82.8% | $6,690-87.1% |
| Admin fee / account holder | $617 | $17,133-96.4% | $10,958-94.4% | $13,392-95.4% |