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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 | $21,057 | $111,814-81.2% | $103,378-79.6% | $145,978-85.6% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 10.76% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $629 | $5,618-88.8% | $5,058-87.6% | $6,690-90.6% |
| Admin fee / account holder | $3,520 | $9,764-64.0% | $8,401-58.1% | $13,400-73.7% |