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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 | $16,016 | $112,729-85.8% | $98,716-83.8% | $137,256-88.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 18.72% | 38.48%-19.8pp | 31.81%-13.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $819 | $4,640-82.4% | $4,048-79.8% | $6,407-87.2% |
| Admin fee / account holder | $538 | $10,129-94.7% | $8,703-93.8% | $12,270-95.6% |