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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 | $18,792 | $112,729-83.3% | $98,716-81.0% | $137,256-86.3% |
| Participation rate | 27.8% | 74.2%-46.4pp | 69.3%-41.5pp | 80.0%-52.2pp |
| Annual return | 20.70% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,069 | $4,640-77.0% | $4,048-73.6% | $6,407-83.3% |
| Admin fee / account holder | $2,617 | $10,129-74.2% | $8,703-69.9% | $12,270-78.7% |