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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 | $25,880 | $100,279-74.2% | $81,353-68.2% | $145,884-82.3% |
| Participation rate | 33.3% | 74.3%-40.9pp | 69.5%-36.2pp | 80.3%-47.0pp |
| Annual return | 12.14% | 34.49%-22.4pp | 24.82%-12.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $95 | $4,611-97.9% | $3,885-97.6% | $6,690-98.6% |
| Admin fee / account holder | $2,558 | $8,206-68.8% | $5,766-55.6% | $13,392-80.9% |