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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 | $23,113 | $106,267-78.2% | $96,520-76.1% | $139,456-83.4% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 21.45% | 38.45%-17.0pp | 35.72%-14.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $186 | $5,454-96.6% | $4,879-96.2% | $6,711-97.2% |
| Admin fee / account holder | $1,413 | $7,882-82.1% | $6,733-79.0% | $11,407-87.6% |