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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 | $15,510 | $96,524-83.9% | $75,900-79.6% | $152,909-89.9% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 21.41% | 33.93%-12.5pp | 30.73%-9.3pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $624 | $4,554-86.3% | $3,604-82.7% | $5,851-89.3% |
| Admin fee / account holder | $4,147 | $8,082-48.7% | $5,421-23.5% | $11,601-64.3% |