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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 | $28,974 | $118,467-75.5% | $98,450-70.6% | $139,456-79.2% |
| Participation rate | 20.8% | 77.5%-56.6pp | 75.2%-54.3pp | 80.3%-59.5pp |
| Annual return | 14.30% | 18.95%-4.6pp | 21.16%-6.9pp | 373.45%-359.1pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $609 | $5,393-88.7% | $4,739-87.2% | $6,711-90.9% |
| Admin fee / account holder | $5,909 | $14,057-58.0% | $8,961-34.1% | $11,407-48.2% |