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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 | $23,564 | $118,488-80.1% | $98,462-76.1% | $139,487-83.1% |
| Participation rate | 47.8% | 77.5%-29.6pp | 75.2%-27.3pp | 80.3%-32.5pp |
| Annual return | 14.92% | 18.96%-4.0pp | 21.17%-6.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $478 | $5,393-91.1% | $4,738-89.9% | $6,713-92.9% |
| Admin fee / account holder | $611 | $13,868-95.6% | $8,875-93.1% | $11,407-94.6% |