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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 | $12,833 | $110,379-88.4% | $102,412-87.5% | $145,884-91.2% |
| Participation rate | 26.1% | 77.9%-51.8pp | 74.5%-48.4pp | 80.3%-54.2pp |
| Annual return | 10.52% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $307 | $5,622-94.5% | $5,060-93.9% | $6,690-95.4% |
| Admin fee / account holder | $2,667 | $9,745-72.6% | $8,388-68.2% | $13,392-80.1% |