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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 | $22,437 | $117,846-81.0% | $102,434-78.1% | $145,884-84.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 20.86% | 31.90%-11.0pp | 29.46%-8.6pp | 551.85%-531.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,422 | $5,733-75.2% | $5,055-71.9% | $6,690-78.7% |
| Admin fee / account holder | $1,474 | $13,356-89.0% | $9,462-84.4% | $13,392-89.0% |