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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 | $16,634 | $114,013-85.4% | $103,693-84.0% | $155,188-89.3% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.2pp | 80.8%-51.4pp |
| Annual return | 18.17% | 49.31%-31.1pp | 47.61%-29.4pp | 148.84%-130.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $946 | $4,970-81.0% | $4,579-79.4% | $6,531-85.5% |
| Admin fee / account holder | $1,250 | $8,407-85.1% | $7,858-84.1% | $14,480-91.4% |