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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 | $11,621 | $114,119-89.8% | $107,187-89.2% | $138,895-91.6% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.7pp | 79.9%-44.6pp |
| Annual return | 14.39% | 273.21%-258.8pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,491 | $5,538-73.1% | $5,096-70.7% | $6,396-76.7% |
| Admin fee / account holder | $37,673 | $10,024+275.8% | $9,162+311.2% | $12,562+199.9% |