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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 | $12,587 | $106,280-88.2% | $96,538-87.0% | $139,487-91.0% |
| Participation rate | 38.9% | 77.8%-39.0pp | 74.3%-35.5pp | 80.3%-41.4pp |
| Annual return | 15.45% | 38.48%-23.0pp | 35.74%-20.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,003 | $5,457-81.6% | $4,880-79.4% | $6,713-85.1% |
| Admin fee / account holder | $488 | $7,888-93.8% | $6,737-92.8% | $11,407-95.7% |