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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 | $19,605 | $114,013-82.8% | $103,693-81.1% | $155,188-87.4% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.56% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $841 | $4,970-83.1% | $4,579-81.6% | $6,531-87.1% |
| Admin fee / account holder | $2,046 | $8,407-75.7% | $7,858-74.0% | $14,480-85.9% |