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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 | $24,729 | $111,830-77.9% | $93,696-73.6% | $145,884-83.0% |
| Participation rate | 18.8% | 74.2%-55.5pp | 68.7%-50.0pp | 80.3%-61.6pp |
| Annual return | 10.42% | 204.08%-193.7pp | 133.74%-123.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $183 | $4,920-96.3% | $4,417-95.9% | $6,690-97.3% |
| Admin fee / account holder | $8,988 | $10,249-12.3% | $8,287+8.5% | $13,392-32.9% |