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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 | $38,697 | $109,908-64.8% | $97,161-60.2% | $145,978-73.5% |
| Participation rate | 13.6% | 75.9%-62.3pp | 72.7%-59.1pp | 80.3%-66.7pp |
| Annual return | 7.87% | 243.80%-235.9pp | 75.36%-67.5pp | 550.52%-542.6pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $414 | $4,679-91.2% | $4,265-90.3% | $6,690-93.8% |
| Admin fee / account holder | $3,796 | $6,213-38.9% | $5,647-32.8% | $13,400-71.7% |