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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 | $11,346 | $106,280-89.3% | $96,538-88.2% | $139,487-91.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.48% | 38.48%-19.0pp | 35.74%-16.3pp | 373.84%-354.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $984 | $5,457-82.0% | $4,880-79.8% | $6,713-85.3% |
| Admin fee / account holder | $1,666 | $7,888-78.9% | $6,737-75.3% | $11,407-85.4% |