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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 | $25,669 | $115,917-77.9% | $100,535-74.5% | $158,982-83.9% |
| Participation rate | 36.8% | 81.6%-44.8pp | 79.4%-42.6pp | 82.0%-45.1pp |
| Annual return | 16.79% | 34.80%-18.0pp | 30.90%-14.1pp | 302.99%-286.2pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $853 | $6,677-87.2% | $6,271-86.4% | $5,983-85.7% |
| Admin fee / account holder | $16,468 | $11,002+49.7% | $8,085+103.7% | $11,252+46.4% |