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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 | $31,556 | $117,846-73.2% | $102,434-69.2% | $145,884-78.4% |
| Participation rate | 23.5% | 78.6%-55.1pp | 76.5%-53.0pp | 80.3%-56.8pp |
| Annual return | 11.40% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15 | $5,733-99.7% | $5,055-99.7% | $6,690-99.8% |
| Admin fee / account holder | $14,436 | $13,356+8.1% | $9,462+52.6% | $13,392+7.8% |