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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 | $21,562 | $107,809-80.0% | $97,032-77.8% | $155,188-86.1% |
| Participation rate | 38.9% | 75.5%-36.6pp | 71.6%-32.7pp | 80.8%-41.9pp |
| Annual return | 8.57% | 38.06%-29.5pp | 35.38%-26.8pp | 148.84%-140.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $315 | $5,129-93.9% | $4,672-93.3% | $6,531-95.2% |
| Admin fee / account holder | $3,423 | $10,717-68.1% | $9,418-63.7% | $14,480-76.4% |