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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 | $29,926 | $115,903-74.2% | $100,528-70.2% | $158,966-81.2% |
| Participation rate | 7.1% | 81.6%-74.5pp | 79.4%-72.3pp | 82.0%-74.8pp |
| Annual return | 9.83% | 34.80%-25.0pp | 30.90%-21.1pp | 302.95%-293.1pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $275 | $6,677-95.9% | $6,271-95.6% | $5,983-95.4% |
| Admin fee / account holder | $558 | $11,000-94.9% | $8,084-93.1% | $11,250-95.0% |