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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 | $29,020 | $139,948-79.3% | $121,663-76.1% | $154,746-81.2% |
| Participation rate | 22.2% | 78.0%-55.8pp | 74.5%-52.3pp | 80.7%-58.5pp |
| Annual return | 12.83% | 230.52%-217.7pp | 147.54%-134.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $651 | $5,629-88.4% | $4,887-86.7% | $6,730-90.3% |
| Admin fee / account holder | $565 | $17,321-96.7% | $14,289-96.0% | $14,365-96.1% |