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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 | $21,089 | $106,280-80.2% | $96,538-78.2% | $139,487-84.9% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.3%-34.3pp | 80.3%-40.3pp |
| Annual return | 11.43% | 38.48%-27.1pp | 35.74%-24.3pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $466 | $5,457-91.5% | $4,880-90.5% | $6,713-93.1% |
| Admin fee / account holder | $1,861 | $7,888-76.4% | $6,737-72.4% | $11,407-83.7% |