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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 | $27,276 | $107,941-74.7% | $91,994-70.3% | $152,897-82.2% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 18.77% | 89.28%-70.5pp | 69.04%-50.3pp | 345.43%-326.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $723 | $6,366-88.6% | $5,924-87.8% | $5,851-87.6% |
| Admin fee / account holder | $529 | $10,521-95.0% | $7,744-93.2% | $11,599-95.4% |