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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 | $20,889 | $114,013-81.7% | $103,693-79.9% | $155,188-86.5% |
| Participation rate | 17.6% | 75.2%-57.6pp | 72.6%-55.0pp | 80.8%-63.2pp |
| Annual return | 13.99% | 49.31%-35.3pp | 47.61%-33.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,065 | $4,970-78.6% | $4,579-76.7% | $6,531-83.7% |
| Admin fee / account holder | $3,217 | $8,407-61.7% | $7,858-59.1% | $14,480-77.8% |