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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 | $27,040 | $139,948-80.7% | $121,663-77.8% | $154,746-82.5% |
| Participation rate | 31.6% | 78.0%-46.4pp | 74.5%-42.9pp | 80.7%-49.1pp |
| Annual return | 9.86% | 230.52%-220.7pp | 147.54%-137.7pp | 172.34%-162.5pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $358 | $5,629-93.6% | $4,887-92.7% | $6,730-94.7% |
| Admin fee / account holder | $3,083 | $17,321-82.2% | $14,289-78.4% | $14,365-78.5% |