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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 | $25,283 | $185,312-86.4% | $161,489-84.3% | $154,746-83.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 15.97% | 103.84%-87.9pp | 89.72%-73.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $917 | $6,350-85.6% | $5,630-83.7% | $6,730-86.4% |
| Admin fee / account holder | $313 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |