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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 | $25,677 | $103,393-75.2% | $87,103-70.5% | $152,909-83.2% |
| Participation rate | 53.3% | 79.4%-26.0pp | 76.9%-23.5pp | 82.5%-29.1pp |
| Annual return | 24.88% | 28.10%-3.2pp | 28.19%-3.3pp | 345.46%-320.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,440 | $4,778-69.9% | $4,049-64.4% | $5,851-75.4% |
| Admin fee / account holder | $13,489 | $12,195+10.6% | $7,491+80.1% | $11,601+16.3% |