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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 | $18,649 | $107,809-82.7% | $97,032-80.8% | $155,188-88.0% |
| Participation rate | 30.8% | 75.5%-44.7pp | 71.6%-40.8pp | 80.8%-50.0pp |
| Annual return | 8.18% | 38.06%-29.9pp | 35.38%-27.2pp | 148.84%-140.7pp |
| Employer contribution / active EE | $412 | $2,911-85.8% | $2,629-84.3% | $4,248-90.3% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,568 | $10,717-85.4% | $9,418-83.4% | $14,480-89.2% |