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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 | $23,834 | $110,410-78.4% | $102,437-76.7% | $145,897-83.7% |
| Participation rate | 7.1% | 77.9%-70.8pp | 74.5%-67.4pp | 80.3%-73.2pp |
| Annual return | 16.75% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $801 | $5,622-85.8% | $5,060-84.2% | $6,689-88.0% |
| Admin fee / account holder | $11,908 | $9,745+22.2% | $8,388+42.0% | $13,390-11.1% |