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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 | $25,379 | $154,209-83.5% | $130,062-80.5% | $139,487-81.8% |
| Participation rate | 20.0% | 82.0%-62.0pp | 78.5%-58.5pp | 80.3%-60.3pp |
| Annual return | 17.63% | 32.52%-14.9pp | -137.37%+155.0pp | 373.84%-356.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $505 | $6,709-92.5% | $5,821-91.3% | $6,713-92.5% |
| Admin fee / account holder | $1,025 | $13,988-92.7% | $10,601-90.3% | $11,407-91.0% |