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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 | $24,608 | $117,846-79.1% | $102,434-76.0% | $145,884-83.1% |
| Participation rate | 63.6% | 78.6%-15.0pp | 76.5%-12.9pp | 80.3%-16.7pp |
| Annual return | 8.88% | 31.90%-23.0pp | 29.46%-20.6pp | 551.85%-543.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $443 | $5,733-92.3% | $5,055-91.2% | $6,690-93.4% |
| Admin fee / account holder | $1,343 | $13,356-89.9% | $9,462-85.8% | $13,392-90.0% |