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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 | $53,128 | $117,829-54.9% | $102,423-48.1% | $145,877-63.6% |
| Participation rate | 21.4% | 78.6%-57.2pp | 76.5%-55.1pp | 80.3%-58.9pp |
| Annual return | 10.23% | 31.83%-21.6pp | 29.42%-19.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $322 | $5,732-94.4% | $5,054-93.6% | $6,691-95.2% |
| Admin fee / account holder | $508 | $13,335-96.2% | $9,455-94.6% | $13,402-96.2% |