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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 | $15,259 | $111,814-86.4% | $103,378-85.2% | $145,978-89.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.59% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $957 | $5,618-83.0% | $5,058-81.1% | $6,690-85.7% |
| Admin fee / account holder | $1,093 | $9,764-88.8% | $8,401-87.0% | $13,400-91.8% |