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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 | $17,785 | $106,247-83.3% | $96,515-81.6% | $139,466-87.2% |
| Participation rate | 21.7% | 77.8%-56.1pp | 74.3%-52.6pp | 80.3%-58.6pp |
| Annual return | 11.34% | 38.47%-27.1pp | 35.73%-24.4pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,116 | $5,456-79.5% | $4,880-77.1% | $6,712-83.4% |
| Admin fee / account holder | $14,485 | $7,885+83.7% | $6,735+115.1% | $11,409+27.0% |