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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 | $23,083 | $117,829-80.4% | $102,423-77.5% | $145,877-84.2% |
| Participation rate | 27.3% | 78.6%-51.3pp | 76.5%-49.2pp | 80.3%-53.0pp |
| Annual return | 20.55% | 31.83%-11.3pp | 29.42%-8.9pp | 551.28%-530.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $660 | $5,732-88.5% | $5,054-86.9% | $6,691-90.1% |
| Admin fee / account holder | $766 | $13,335-94.3% | $9,455-91.9% | $13,402-94.3% |