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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 | $24,676 | $103,393-76.1% | $87,103-71.7% | $152,909-83.9% |
| Participation rate | 38.9% | 79.4%-40.5pp | 76.9%-38.0pp | 82.5%-43.6pp |
| Annual return | 13.69% | 28.10%-14.4pp | 28.19%-14.5pp | 345.46%-331.8pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $633 | $4,778-86.8% | $4,049-84.4% | $5,851-89.2% |
| Admin fee / account holder | $16,463 | $12,195+35.0% | $7,491+119.8% | $11,601+41.9% |