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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 | $25,579 | $117,829-78.3% | $102,423-75.0% | $145,877-82.5% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 11.05% | 31.83%-20.8pp | 29.42%-18.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $306 | $5,732-94.7% | $5,054-94.0% | $6,691-95.4% |
| Admin fee / account holder | $27,265 | $13,335+104.5% | $9,455+188.4% | $13,402+103.4% |