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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 | $21,274 | $141,004-84.9% | $112,273-81.1% | $139,466-84.7% |
| Participation rate | 25.0% | 79.2%-54.2pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 22.67% | 32.75%-10.1pp | 30.23%-7.6pp | 373.66%-351.0pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,133 | $5,878-80.7% | $4,800-76.4% | $6,712-83.1% |
| Admin fee / account holder | $1,696 | $9,959-83.0% | $7,752-78.1% | $11,409-85.1% |