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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 | $26,677 | $117,829-77.4% | $102,423-74.0% | $145,877-81.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.69% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $164 | $5,732-97.1% | $5,054-96.7% | $6,691-97.5% |
| Admin fee / account holder | $2,904 | $13,335-78.2% | $9,455-69.3% | $13,402-78.3% |