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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 | $117,895-78.3% | $102,460-75.0% | $145,897-82.5% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.6pp |
| Annual return | 11.05% | 31.92%-20.9pp | 29.47%-18.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $306 | $5,736-94.7% | $5,056-94.0% | $6,689-95.4% |
| Admin fee / account holder | $27,265 | $13,353+104.2% | $9,460+188.2% | $13,390+103.6% |