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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 | $108,897-86.5% | $100,378-85.4% | $145,877-89.9% |
| Participation rate | 20.0% | 83.0%-63.0pp | 81.5%-61.5pp | 80.3%-60.3pp |
| Annual return | 10.90% | 58.17%-47.3pp | 49.41%-38.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,617 | $8,455-80.9% | $8,087-80.0% | $6,691-75.8% |
| Admin fee / account holder | $721 | $9,690-92.6% | $7,899-90.9% | $13,402-94.6% |