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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 | $25,653 | $67,594-62.0% | $77,361-66.8% | $69,733-63.2% |
| Participation rate | 25.6% | 71.7%-46.1pp | 75.0%-49.4pp | 62.5%-36.9pp |
| Annual return | 16.39% | 19.20%-2.8pp | 1011.54%-995.1pp | 15.22%+1.2pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $1,121 | $3,401-67.0% | $3,911-71.3% | $3,054-63.3% |
| Admin fee / account holder | $320 | $1,159-72.4% | $5,894-94.6% | $3,102-89.7% |