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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 | $36,561 | $100,262-63.5% | $81,370-55.1% | $145,897-74.9% |
| Participation rate | 14.3% | 74.3%-60.0pp | 69.5%-55.3pp | 80.3%-66.0pp |
| Annual return | 10.11% | 34.52%-24.4pp | 24.85%-14.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $293 | $4,612-93.7% | $3,885-92.5% | $6,689-95.6% |
| Admin fee / account holder | $2,598 | $8,163-68.2% | $5,749-54.8% | $13,390-80.6% |