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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 | $14,678 | $108,911-86.5% | $100,392-85.4% | $145,884-89.9% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 10.90% | 58.23%-47.3pp | 49.45%-38.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,617 | $8,459-80.9% | $8,090-80.0% | $6,690-75.8% |
| Admin fee / account holder | $721 | $9,698-92.6% | $7,904-90.9% | $13,392-94.6% |