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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 | $27,538 | $172,111-84.0% | $150,298-81.7% | $137,256-79.9% |
| Participation rate | 19.0% | 81.7%-62.7pp | 77.8%-58.7pp | 80.0%-60.9pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $262 | $6,166-95.7% | $5,453-95.2% | $6,407-95.9% |
| Admin fee / account holder | $434 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |