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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 | $22,509 | $141,004-84.0% | $112,273-80.0% | $139,456-83.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 9.07% | 32.75%-23.7pp | 30.23%-21.2pp | 373.45%-364.4pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $666 | $5,878-88.7% | $4,800-86.1% | $6,711-90.1% |
| Admin fee / account holder | $327 | $9,959-96.7% | $7,752-95.8% | $11,407-97.1% |