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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 | $12,898 | $106,247-87.9% | $96,515-86.6% | $139,466-90.8% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 15.61% | 38.47%-22.9pp | 35.73%-20.1pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $760 | $5,456-86.1% | $4,880-84.4% | $6,712-88.7% |
| Admin fee / account holder | $7,229 | $7,885-8.3% | $6,735+7.3% | $11,409-36.6% |