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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 | $23,402 | $116,203-79.9% | $93,621-75.0% | $152,897-84.7% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.8%-23.5pp | 82.5%-30.1pp |
| Annual return | 19.37% | 35.96%-16.6pp | 32.76%-13.4pp | 345.43%-326.1pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $404 | $4,605-91.2% | $4,070-90.1% | $5,851-93.1% |
| Admin fee / account holder | $1,860 | $10,751-82.7% | $7,890-76.4% | $11,599-84.0% |