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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 | $21,918 | $142,354-84.6% | $125,529-82.5% | $155,188-85.9% |
| Participation rate | 26.7% | 78.1%-51.4pp | 74.7%-48.1pp | 80.8%-54.1pp |
| Annual return | 17.84% | 306.06%-288.2pp | 202.56%-184.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $265 | $5,491-95.2% | $4,813-94.5% | $6,531-95.9% |
| Admin fee / account holder | $509 | $19,392-97.4% | $16,298-96.9% | $14,480-96.5% |