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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 | $23,167 | $103,393-77.6% | $87,103-73.4% | $152,909-84.8% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.9%-16.9pp | 82.5%-22.5pp |
| Annual return | 13.40% | 28.10%-14.7pp | 28.19%-14.8pp | 345.46%-332.1pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $165 | $4,778-96.6% | $4,049-95.9% | $5,851-97.2% |
| Admin fee / account holder | $2,498 | $12,195-79.5% | $7,491-66.7% | $11,601-78.5% |