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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 | $24,311 | $110,307-78.0% | $96,576-74.8% | $139,456-82.6% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.3pp | 80.3%-44.6pp |
| Annual return | 12.28% | 26.40%-14.1pp | 25.87%-13.6pp | 373.45%-361.2pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $114 | $5,547-97.9% | $4,851-97.6% | $6,711-98.3% |
| Admin fee / account holder | $379 | $11,597-96.7% | $8,253-95.4% | $11,407-96.7% |