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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 | $20,600 | $53,128-61.2% | $86,582-76.2% | $70,126-70.6% |
| Participation rate | 31.7% | 65.3%-33.6pp | 73.5%-41.8pp | 69.5%-37.8pp |
| Annual return | 16.86% | 27.66%-10.8pp | 965.08%-948.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $240 | $2,695-91.1% | $3,609-93.4% | $3,332-92.8% |
| Admin fee / account holder | $3,138 | $3,584-12.4% | $4,904-36.0% | $4,645-32.4% |