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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 | $20,390 | $111,814-81.8% | $103,378-80.3% | $145,978-86.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.15% | 24.80%-15.6pp | 24.91%-15.8pp | 550.52%-541.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $540 | $5,618-90.4% | $5,058-89.3% | $6,690-91.9% |
| Admin fee / account holder | $1,839 | $9,764-81.2% | $8,401-78.1% | $13,400-86.3% |