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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 | $27,798 | $121,677-77.2% | $104,625-73.4% | $158,966-82.5% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 5.03% | 465.58%-460.5pp | 340.60%-335.6pp | 302.95%-297.9pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $454 | $4,175-89.1% | $3,738-87.8% | $5,983-92.4% |
| Admin fee / account holder | $1,265 | $7,777-83.7% | $6,465-80.4% | $11,250-88.8% |