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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 | $23,921 | $110,212-78.3% | $96,534-75.2% | $139,466-82.8% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 16.63% | 26.42%-9.8pp | 25.88%-9.2pp | 373.66%-357.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,124 | $5,547-79.7% | $4,851-76.8% | $6,712-83.3% |
| Admin fee / account holder | $7,323 | $11,599-36.9% | $8,253-11.3% | $11,409-35.8% |