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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 | $27,272 | $185,883-85.3% | $170,043-84.0% | $139,466-80.4% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 14.22% | 60.54%-46.3pp | 53.40%-39.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,363 | $11,626-88.3% | $10,410-86.9% | $6,712-79.7% |
| Admin fee / account holder | $9,200 | $15,393-40.2% | $12,824-28.3% | $11,409-19.4% |