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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 | $13,693 | $77,416-82.3% | $69,464-80.3% | $152,897-91.0% |
| Participation rate | 27.3% | 78.1%-50.8pp | 74.6%-47.3pp | 82.5%-55.2pp |
| Annual return | 24.98% | 39.08%-14.1pp | 28.98%-4.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $850 | $4,413-80.7% | $3,536-76.0% | $5,851-85.5% |
| Admin fee / account holder | $4,173 | $6,208-32.8% | $3,840+8.7% | $11,599-64.0% |