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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 | $20,718 | $105,856-80.4% | $90,161-77.0% | $147,586-86.0% |
| Participation rate | 23.1% | 79.7%-56.7pp | 76.9%-53.8pp | 82.8%-59.8pp |
| Annual return | 14.67% | 37.63%-23.0pp | 34.89%-20.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $451 | $5,733-92.1% | $5,287-91.5% | $5,439-91.7% |
| Admin fee / account holder | $4,105 | $8,046-49.0% | $5,943-30.9% | $10,886-62.3% |