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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 | $26,877 | $99,053-72.9% | $88,179-69.5% | $138,895-80.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.1%-29.1pp | 79.9%-39.9pp |
| Annual return | 14.29% | 78.17%-63.9pp | 64.97%-50.7pp | 145.39%-131.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $585 | $5,225-88.8% | $4,614-87.3% | $6,396-90.9% |
| Admin fee / account holder | $846 | $8,748-90.3% | $7,673-89.0% | $12,562-93.3% |